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Agent Grouping Request Process

Owned by Olanike Dairo (Unlicensed)
Sept 17, 2021
1 min read

As the Sales Agent Admin should always be able:

  • to create new agents and

  • to assign them to the correct groups

The below are the processes to be followed for the configuration

Note that Expansion will be involved in each procedure

Procedures Clarification:

  1. Ticket Creation: NGUs Sales Agents Admin know how to address their issues in tickets through Service Desk (Support Portal).

  2. Checking the required info in the NGU’s request: Using the configuration guide, CSM are able to see if the NGU has provided enough info and reply to them of what’s next.

  3. Assigning the task to the right people: CSM already know that the configuration will be done by Supply Chain and they can tag someone who is responsible in the ticket.

  4. Configuration done by Supply Chain: with the use of the config guide, Supply Chain will be able to do the configuration based on the request from NGU

  5. CSM & Expansion will do the follow-up and Supply Chain will notify the concerned stakeholders if the configuration is done so that they can communicate to the NGU