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Customer Communication Review - Coggle Diagram
Customer Communication Review
Unprocessed
50% Deposit Received - Thank you for your Deposit
100% Payment Received -
Thank you for your Payment
Direct Credit - Reconciled by Accounts
Yes
Direct Credit - Not Yet Reconciled by Accounts
No
Remains in Unprocessed till Payment is reconciled
Yes
Sales person to send correct email template for all Immediate Payments - Credit Card/Cash/Eftpos payments or Direct Credits Reconciled by Accounts
Yes
Inbound
Balances outstanding
100% Paid and fully allocated
Payment Received whilst still in Inbound
No Remains In Inbound
Yes
Customer Experience Specialist Sends Immediate Delivery Booking Confirmation or Future Delivery Details
CES sends BOPR 3 - 4 days prior to goods arriving
Goods Still Inbound Accounts to send Thank you For Your Payment Email Template Remains in Inbound
New Template Required that does not include Delivery advice
Yes
Yes once Accounts have reconcile a Payment
Customer Experience Specialist Emails Customer regarding their Payment and Delivery
Moves To Pending
Moves To Paid In Full
Moves to 2BR
Move to Confirmed