Step By Step
Follow up actions | |
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After the sample is approved, the change of Status is automatically based on the information available according to the process step. Status change | |
Chatter feedThe Chatter feed on top of the sample request can be used to update people following the sample request, or send a key information to someone in particular. For example the CSR can update the Salesrep when the order is created in SAP. | |
Closure | |
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Customer feedbackCustomer feedback can be entered in the sample request in the customer feedback section as follows:
As shown in the screen 3 fields are available : •Approved by customer Yes/ NO •Reason not approved •And comments The user can update and save this information | |
Automatic closureOnce the customer feedback has been updated, the sample request closes automatically | Manual Closure If the user knows that the customer feedback will not be done before a while, he can choose to close the case and send a follow up task for reminder. He then clicks on Close case button And the following page appears: Two options may occur:
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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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