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| | |name=Transfer | | |name=Transfer |
| | |parent=ss:A1 | | |parent=ss:A1 |
| − | |sort=D10500 | + | |sort=3410500 |
| | |level=3 | | |level=3 |
| | |keywords=Sales, Support, Agent, Customer, Service, Assistance, Install, Maintain, Retire, Custom, Solution, Sales & Support | | |keywords=Sales, Support, Agent, Customer, Service, Assistance, Install, Maintain, Retire, Custom, Solution, Sales & Support |
| | |description= | | |description= |
| | }} | | }} |
Latest revision as of 04:59, 27 October 2021
This page needs to be updated. Please participate in the discussion at the Transfer
Discussion Page.
The activities associated with transferring the customer inquiry to a company representative or service provider that can execute the presented solution. This includes transferring the information gathered, solutions presented and other relevant information to the receiving party.
Use Cases
- Transfer to Returns department for initiating a product return
- Transfer to Finance/Billing department for initiating a refund or payment settlement
- Transfer to next-level support for further problem solving/solutioning
Hierarchy
| ID | Name | Level | x | | A1 | Assist with Inquiry | 2 | A1 |
| A105 | Transfer | 3 | A105 |
Workflow
Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.Transfer Assist with Inquiry 3410500 3 Sales, Support, Agent, Customer, Service, Assistance, Install, Maintain, Retire, Custom, Solution, Sales & Support