R–Knowledge · Call Intake

Account Relationship

organization  6 facts observed across 3 calls

Rules & Requirements

Corporate customer documentation

  • Provide only a copy of the first page of the company certificate.
  • A signature is not required on that copy.
  • The customer may sign the service agreement themselves.

Individual customer identification

  • An identity card is required for individual customers.

Service agreement acknowledgment

  • The service agreement serves as an acknowledgment.

Receiving customer data

  • A template is available for situations in which customer data is received.

Checking customer information

  1. Provide the domain name or website name in letters.

Compiled from 6 facts observed across 3 customer calls.