Demand Request:
Requesting Marketing contact information
Requesting Donation contact information
Requesting a Product Donation
The current Point of contact for the enclosed requests is: marketingsupport@thelegacycompanies.com .
-As I receive updates from Marketing Team I will update the details in this article.
Process Flow:
Step 1: Collect Customer/Requestor information.
I: Respond providing canned response: Sales Admin: Marketing / Donation Requests (COLLECTING Customer Information)
Click Link Below:
Sales Admin: Marketing / Donation Requests (COLLECTING Customer Information)
II: Complete any side fields customer info provided
III: Enter brief internal note 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: Respond to customer providing canned response: Sales Admin: Marketing/Donations Requests (Customer Provided Requested Info)
Click Link Below:
Sales Admin: Marketing/Donations Requests (Customer Provided Requested Info)
II: Complete Side cart Fields
III: Enter Brief but informative Internal Notes
IV: At time of forwarding ticket to Marketing Team please include a brief notation" "Hello Team , Initial requester information has been collected. Can you please further assist customer"
- Note: Copy and paste all ticket details in your reply to Marketing Team (This will ensure the Team is provided the full ticket history)
V: Ticket Status : Select --> "Closed"
