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Thu. Nov 21st, 2024
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!1 – STA – Multi-Parent Nested Child Tickets (CLONE)
!2-STA NEST – CHILD TICKET CREATION (CLONE)
AE Service Request
Child Ticket Creation
Chili IPT
Client Launch
DESIGN ONLY – Link to Parent
Finance
Ignite Home Services Sales Request
Landing Page Request
Live Design
Live Redesign
Multi-Parent Test Form
Parent ID
Parent Ticket Creation
Pre-Sale Review
reid-test
Service Task Assignment
Site QA
Tasking Test
TEST – Parent STA Task
TSI Dev Support Form
vCita Agent Request
Service Task Assignment
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GP ID
*
Agent Email
*
Get Customer Info
Add to Existing Parent Ticket?
*
Yes
No
Parent Ticket #
*
Account Resolution
Upgrades, downgrades, credit/refund/cancel requests
Billing
Questions regarding payments, invoice requests, etc.
Campaign Support
Client sold prior to 2024
Premier
Key account, spends 1K+/mo
Tech Support
Domain, BMP, GMB, E-Com questions
Campaign Opts
Client sold in 2024
Campaign Creation
Client was sold, but is not live yet
Customer Relations
Do not use
Parent Ticket Info
Responsible for Followup
Task Myself
Task Another
Parent Ticket Group
*
Select One
Account Resolution
Billing
Campaign Creation
Campaign Opts
Customer Relations
Campaign Support
Customer Support Edits
Premier Service
Tech Support
Is this task complete?
*
Yes
No
Ticket Source
*
Phone Call Outbound
Phone Call Inbound
Email
Voicemail
SME
Is this a save solution?
*
Yes
No
Call Notes
*
The notes entered here will be added to the Parent Ticket.
Attach Files
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Accepted file types: jpg, jpeg, gif, png, tiff, bmp, pdf, txt, doc, docx, xls, xlsx, csv, rtf, ppt, pptx, zip, webp, svg, Max. file size: 128 MB, Max. files: 1.
TASKING
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Business Name
Bill Day
Team Division
Package Key
Customer Success Lead
Premier Agent Email
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package delta