SAC 360 - Automation for Restricting Tickets and Opportunities
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The automation of restricting service cases and opportunities aims to ensure that only the agent who starts the service case is responsible for managing that case. This not only increases team efficiency, but also ensures that each service case is handled with due attention, without interference from other professionals. In addition, the automation minimizes the risk of lack of follow-up, promoting a more agile and focused service, keeping each salesperson with their lead.
In this tutorial, you will see:
User Access Permissions
Customer Service Automation
Check out the step by step:
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