Transfer

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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

From

Input(s)

Process

Output(s)

To

wf_process	wf_arrow
A104	Accepted Solution

A105

wf_arrow	wf_process
Return Authorization Request	S402
Transfer	A101

Transfer Assist with Inquiry 3410500 3 Sales, Support, Agent, Customer, Service, Assistance, Install, Maintain, Retire, Custom, Solution, Sales & Support