Revision as of 03:26, 5 October 2017
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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
Transfer Assist with Inquiry D10500 3 Sales, Support, Agent, Customer, Service, Assistance, Install, Maintain, Retire, Custom, Solution, Sales & Support