Overview
In this section, you will find information about:
Table of content
Step-By-Step
Webform Analysis & Assignment | ||
When a Webform is received, there are 2 different cases: A) The GBU is identified (if the visitor registered its request form a Product detail page or has selected a GBU in the General Request Form)
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| B) The GBU is not identified, the case is assigned to the SBS OtC Customer Information (ex-Info-Produit - Maria-Rita LaRussa) to analyze the request and assign it to the correct contact / queue | ||
| All fields are editable and can be modified | ||
Additional information can be added in the case if needed | ||
| For the Webform for which the GBU was not registered, it is important to update the information as soon as it is available | ||
Once the contact who will take charge of the Prospect/Customer request is identified, the Case Ownership should be transfer on him
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Please note:
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Date and Time are automatically filled in by the system according to:
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Need help?
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
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