PR Tracking

PR Tracking

After a  PR Tracking  task   is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Order Tracking team . 

1. Go to ZOHO, click the expand button, and click Kanban Task Board .


2. Find all agent assigned tasks in the agent queue.
NOTE : Clicking on  ALL TASKS  displays all tasks assigned to the team. Clicking on  MY TASKS  displays all tasks assigned to the agent. 
NOTE :  Agents can also locate an assigned task by clicking the Activities tab at the top of the screen > clicking the  My Activities  filter > selecting  My Open Activities.

3. In the agent queue, select a service job with the  SS Credit/Debit Memo Request.


4. Copy the Service Job number from the open task and go to Service Bench.
5. Pull up the Service Job, review the details, and work the task. 
6. Add a note to the comments in Service Bench.
7. When finished, update the exception in ServiceBench to Complete.
8. In Zoho, the status will automatically update to Complete.

End Process

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