If you are a Customer Service Representative, you can only
assign ticklers when you create them. If you are a supervisor, you
can assign ticklers to any eligible Customer Service Representative
or Customer Service Representative group using the following steps.
Procedure
- Log
on to the IBM Sales Center.
- Click .
- Select one or more ticklers in the view.
- Perform one of the following actions:
- Right-click the ticklers, and then click Assign Ticklers.
- Click from the main menu.
- Select the assignee. Your choices are:
Option | Description |
---|
Assigned by system |
If you choose to let the system assign the tickler, the system
will assign it in this priority:
- If there is a Customer Service Representative (CSR) assigned to
the customer, then assign the tickler to this CSR.
- If there is a Customer Service Representative team assigned to
the customer organization, then assign the tickler to this team.
- Assign the tickler to the CSR who created the tickler.
|
Assign to myself |
This option will assign the tickler directly to you. |
Assign to responsible representative |
When this option is selected, you can use the list
to assign the tickler to a colleague. |
Assign to responsible team |
When this option is selected, you can use the list
to assign the tickler to a CSR team. |
Assign to responsible representative in team |
When this option is selected, you can use the Select
team and Select representative drop
down lists to assign the tickler. |
- Optional: Enter a comment.
- Click OK.