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How to define strategy for different group of customers

edited Oct 24, 2017 9:51AM in Advanced Collections - EBS (MOSC) 5 commentsAnswered

We have different strategy and work items for different group of customers. For example we have strategy 1. Dealer /Wholesale - low Risk, 2. Dealer/Wholesale - High Risk, 3.Home Center - Low Risk etc.

1. How to define and assign these strategies to different group of customers?

2. How we will move the customer from one strategy to another strategy?

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