Systems
This is how to set a text to pending so that you can update the customer in the future and your text stays in your que.
What is the clock in the top right hand corner of your text box in the conversation?
These are the steps you would need to take once your case is created to check inventory.
What is:
*Product Info Type DC Item
* Vendor Style *Color * Size
*Inventory Feed
This is the reason for contact 1 and action taken 1 when placing an order.
Create Order
Charged Customer
This is where you can find the most recent Return Policy.
What is on our online website at the bottom of the page under Returns and Exchanges
This is the system used to record customer interactions
What is QMS?
This is where I would click if I wanted to send a picture to a customer in the conversational cloud.
What is RichLink Generator? (RG)
This is the information I would need to enter in CRM when trying to locate a case.
What is:
* Order Number OR
* First and Last Name OR
* Phone Number
This is the name of the form you use to record your sales.
What is automation forms - Order Entry
This is what RMA stands for.
What is Return Merchandise Authorization.
This is the system used to check order status.
What is EOM/Secondary?
This is how long it should take to answer a customer once receiving the text in your queue.
What is 2 minutes or under.
This is where I would copy and paste a tracking number in my case when creating a manual RMA for a customer.
What is the notes section.
This is the code I would enter if I wanted to give free shipping to a customer when placing their order
What is OEFS1Q15.
This is the only time when a customer can send items back in the same package.
What is when it is the same vendor?
This field in Secondary will indicate whether the item is filling through David’s
Bridal or one of our vendors.
This is how I would send the automation form to a customer when placing an order for them.
What is by clicking the Notepad with the T in it in Predefined text section
This is how I would request a discount code.
What is Discount Code Request Field and then Request Discount
This is where you would enter a promotion code when placing an order for a customer.
What is the promotion code box
This is the system that you use in order to create an RMA for an online customer.
What is Secondary?
This system is used when I log in, log out and when I go on breaks/lunch.
What is Touchpoint.
This is when I would go on AWAY.
What is when taking a break but NOT lunch.
This is where you would go to create a new contact for a customer
What is New and Quick Create Contact
This promotion code can be entered when placing an order for a customer to give them 10% off of their order.
What is OE10P1Q15.
This is where when creating an RMA, I can locate the return address.
What is Item Supplier.