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- Click & Collect System
- Process
- Customer follow-up
Customer follow-up
See who moves the work forward and which records carry each decision.
Step by step
-
Review cart activity Marketing Manager
Marketing Manager checks the abandoned cart’s recovery stage and recovered-order link.
- Separate a recovered purchase from an unconverted cart.
- Updates Abandoned carts, Carts
-
Review order history Customer Service Rep
Customer Service Rep reads the order events to understand the customer’s last transaction.
- Tie follow-up to the relevant order and event time.
- Updates Customer orders, Order events
-
Check customer contact Marketing Manager
Marketing Manager checks customer preferences and recorded email status before another contact.
- Reconcile the email record with the delivery service.
- Updates Emails sent, Customers
-
Moderate review Customer Service Rep
Customer Service Rep checks the linked product and review status before moderating it.
- Record the review decision on the same product review.
- Updates Product reviews
Who does what
Roles and permissions- Marketing Manager
- , Customer Service Rep work through these stages.
- Each role checks the records named in its stage before changing the status.
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