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