Handling "Repair on Fuel Tank" Requests

Standard Operating Procedue for Account Managers regarding repairs needed on a fuel tank.

1. Look in Dynamics CRM.

If an order is in Transit, set Priority to "High".

• • Example:

2. Apply the macro "Escalate to Repairs Team".

The macro will automatically update the ticket accordingly:

• • Assign the ticket to the Repairs team
  • Add the client's Sales Rep as a Follower on the ticket
  • Update the ticket subject
  • Inform the customer their request has been logged and assigned to the Repairs team

Other notes:

• Safety First: Always prioritize safety. If the customer mentions any immediate hazards, advise them to take necessary precautions or evacuate the area if needed.
• Monitor the ticket to ensure the Repairs team picks it up and provides timely updates