SOP for : Inbound requests for Demand:
1. Want to become a dealer
2. Want to become a Distributor
3. Need a quote ( upon checking M3/Power BI - Requester is not listed as a TLC Account)
** If unsure if request should be escalated to Melanie Cox please reach out Lisa Long or Adam Hendren
4. Non- Profit Request - Requesting to purchase product / product in bulk.
**If after collecting customer/requestor information - Ticket is escalated to Melanie Cox
- Melanie's email address is: mcox@thelegacycompanies.com
Process Flow:
Step 1: Collect Customer/ Requestor information
I: Respond providing canned response: Sales Admin- Become a Dealer/Quote Request (Collecting customer Info)
**Note: - Not a TLC Account)
* Click link below
Sales Admin- Become a Dealer/Quote Request (Collecting Customer Information)
II: Complete any side cart fields customer has provided
III: Enter brief Internal Notes description
IV: Ticket Status : Select "Waiting on Customer) 
**Note: If customer does not respond back within 2 business --> The Fresh Desk system will auto resolve the ticket.
- If customer responds after ticket auto resolves --> the ticket will re-open in your bucket to handle
Step 2: Once customer has provided requested information
I: View details customer/requestor provided to valid if request needs escalated to Melanie
II: If forwarding to Melanie -> Respond providing canned Response: "Sales Admin Become a Dealer/ Quote Request (Requested details provided)
* Click link below
Sales Admin Become a Dealer/Quote Request (Requested details provided)
III: Complete Side Cart Fields
IV: Enter Brief but informative Internal Notes
V: Forward request to Melanie Cox with a notation " Hello Melanie Initial requestor information has been collected. Can you please further assist customer".
- Note: Copy and paste all ticket details in your reply to Melanie. (This will ensure Melanie is provided the full ticket history)
**Note - Please do not CC or "TO" the customer email address
VI: Ticket Status : Select --> "Closed"