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".
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- Example:
2. Apply the macro "Escalate to Repairs Team".
The macro will automatically update the ticket accordingly:
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- 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
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