LL - Zoho Training Videos

Video 1 Introduction & Tour of Zoho (42 mins) - https://loom.com/share/folder/770881c9e47f4e3cbd90bccf2027bcf9

  • updates since video was recorded:
    • We only set tasks for ourselves, not others on the team
    • Decline orders are indicated on the order screen along with the decline reason
    • All orders have the brand initials in front regardless of if they originated in Sticky or Shopify
    • The storefront the order originated from is indicated in the Order screen

Video 2 Zoho Order Placement (21 mins) -

https://the-hero-co-ll.helpscoutdocs.com/article/2288-ll-zoho-order-placement


Video 3 Filling out the complaint form (37 mins) - https://www.loom.com/share/81de3bef6fad439597fef4111e594f48

  • Only the Fulfillment and billing specialists fill out complaint form for REFUNDS
  • Adverse reactions or product defects that are not refunded complaint form should be filled out by the receiving agent
  • Escalation team should complete a complaint form when they refund a customer, handle and AR or product defect

Video 4 Zoho Tasks Training (32 mins) - https://www.loom.com/share/5bebcf1d1c93466684f24cccc16d3f3b

  • We do not set tasks for others on the team, only ourselves



cc:

https://docs.google.com/document/d/1-D3uoeMsE_KG8S2yNWvrCGv1zSZIXAI8tlm9dBlIRs8/edit?usp=sharing

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