PROCESS UPDATE:
Update as of 30 OCT 2023
WHAT TO DO WHEN A CUSTOMER NEEDS TO CONTACT OTHER DEPARTMENT?
Such as Accounts Payable / Accounts Receivable / Purchasing Team / Lou V.
>>> L1 to endorse the request to L2 with the following information
Customer's Name:
Email Address:
Contact Number:
Preferred Date and Time to be contacted:
Reason/Details of the Endorsement:
>>> L1 to add notes in Helpscout ticket and Shopify Timeline (especially if there's an order history)
what actions were taken for the customer and number/email of the department provided (if any)
>>> L2 to send the endorsement to Lou V.