Step By Step
Follow up actions | |
|---|---|
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 | |
|---|---|
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:
|
Need help?
The best way to get IT support is to use the new
Service One Platform.






