Enclosed is our SOP for re-assigning tickets to CR Team
- Please be sure to follow process flow , if not followed system will not re-assign the ticket to the CR queue
Scenario 1. TLC Alerts
-CR Warranty Fulfillment order
-CR Cash Sale Orders
Step 1:
-Add internal notes : Reassigning ticket to CR . And include: Please assist with this request
Step 2:
Side Cart Fields
1.Product Field ( if field has a red aster (* ) : Select Select "NA"
2.Status Field: Keep as "Open"
3.Group Field: TLC Countertop Management
4.Agent: Colleen Huber
Scenario 2. TLC Alerts
- Retail Part Orders
Example:
Step 1:
Add internal notes : Reassigning ticket to CR . And include: Please assist with this request
Step 2:
Side Cart Fields
1.Product Field ( if field has a red aster (* ) : Select Select "NA" "OR" the Brand
2.Status Field: Keep as "Open"
3.Group Field: TLC Agents Level 2
4.Agent: Christian Dave C. Jimenez
Scenario 3 : Sample Order Requests
https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000674345?portalId=70000035053
Step 1:
Add internal notes : Reassigning ticket to CR Sample Order Team . And include: Please assist with this request
Step 2:
Side Cart Fields
1.Product Field ( if field has a red aster (* ) : Select Select "NA" "OR" the Brand
2.Status Field: Keep as "Open"
3.Group Field: Sample Group
4.Agent: Junvie Aredidon
