Customer Sort Codes

• 

  Rick

  April 05, 2017 22:52

  Frank,

  X11, X12, etc  Christmas card lists

  1SC, invitees to a company function

  ALA, Alarm customers

   

  It's very subjective, whatever you need.

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• 

  Kathy

  August 08, 2017 13:47

  I know this post is several months old, but here are a few we use:

  EML -- email available (to send offers/reminders to sked maintenance to)

  ESA -- service agreement customer (helps sort that monthly list to send)

  RNT -- rental

  REA -- realtor

  COM -- commercial customer

  INS -- installed new system

  QTE -- quoted equipment (sort it and resend them and email asking if they are still interested)

  PET -- pet owner

  SAX -- service agreement is expired. chase them!

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