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Client Requests Refund (Check "CS Customer Revenue Segment"…
Client Requests Refund
Check "
CS Customer Revenue Segment
" field
None
CSM - Key
Use the Macro "
Refund Request - Step 1
"
Slack CSM directly
Add CSM to CC
CSM - Low
Use the Macro "
Refund Request - Step 1
"
Add CSM to CC
Submit the ticket as
Open
or
On Hold
so that you remember to follow up after the investigation
Use the Macro named "
Refund Request - Step 2
"
Fill in necessary information
If the account is
monthly
and within 48 hours of renewal
Assign ticket to
Gail Garnot
as Open
If the account does not meet the above limitations
Assign ticket to
Elena Khlimankova
as Open
CSM - Mid
CSM - HVT Scale
CSM - HVT Tech
Use the Macro "
Refund Request - Step 1
"
CSM Referral Partner
Use the Macro "
Refund Request - Step 1
"
Slack Catlyn Leavengood directly
Add Cat to CC
CSM - HVT Pool
MRR less than $200
MRR greater than $200
Use the Macro "
Refund Request - Step 1
"
CC Alena Polykova
HVT CSM - Low Touch
Alena Polyakova
Partner
Catlyn Leavengood
HVT CSM
CSM
KEY