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  • Click on the create button on the task bar:

    • Project: Customer Success

    • Issue Type: Task

    • QA Assignee: Cherish Sharma

    • Epic Link: CS Configuration Partner/Product Onboarding

    • Priority: High

    • Summary: Copy the title from the SS ticket “A New Channel Partner Request for [Org]”

    • Description: Paste the Jotform table from your clipboard

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  • Once the configuration work has been completed, the configuration assignee will close the CS ticket.

  • Even if the ticket is closed as done, refer to the CS ticket to confirm that the entire request was completed and there are no outstanding issues before replying to the customer.

    • If no outstanding issues, reply to the customer and close the ticket:

Hello [customer],

Your request for [add request here] has been completed. This ticket will be closed. Should you need further assistance, please let us know and we’ll be happy to help.

Regards,

  • Resolution- Done

  • Platform Area - Configuration

  • Resolution Type - Resolved - New Configuration Complete

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