The customer is in the Trial period and requesting partner code change

Steps to be followed by Inbound agent 

Step 1: Help Customer to change the code from the profile option in the mobile app on their own

Disposition  > If resolved Channel partner query - Partner code change request

Steps to be followed by L2 agent 

 Step 1:  Mail the customer to change the code from the profile on their own. The template name is (How to change partner code)

 Step 2 : If the customer is not aware of how to do that, then we can change the code from the admin app.      

Note- To change the code from admin app> search user details> below the phone number we will get the option to add partner code>

Note- Changing of partner code should be done  L2

Step 1: When we receive a ticket with a partner code change request then the respective  agent should mail the TIMELINE template to the customer while keeping RSM and Khyati in CC.

Step 2: Mail the old partner who is already tagged with customer from ticket with the template name as Mail to Old Partner  from the ticket and keep RSM and Khyati in CC

Step 3: Within the 3 days time if the old partner does not reply to the mail then on the 3rd day  at the EOD  change the partner code from the admin app.  for the registered customer from which the mail is received. 

Step 4: If the old partner responds then we will not change the code. And will inform the customer via phone and email. Email we can type manually. 

Note : Check the below Flow chart for Reference

Note- Changing of partner can be done by L2 team.

 Search partner code> we will get the details click on partner lead.