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  2. Customer Service Representative

Customer Service Representative

The customer service representative has access to the Customer Service Representative workspace. Use this workspace to manage customer interactions, monitor performance metrics, and access important resources. It offers various widgets that offer quick access to key information and tools.

Widgets in this workspace:
  • My day
  • Announcements
  • On your radar
  • Required actions
  • Quick actions
  • Important links
  • Orders
  • Ask Coleman
  • Role-based workspaces
    • Customer Service Representative
    • Buyer