Coupon Redemption Management

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Objective

This SOP outlines the steps to manage coupon redemption issues when a customer is unable to scan the QR code or experiences a glitch.

Key Steps

Step 1: Search for Customer's Name 0:16

• Navigate to the search bar.

• Enter the customer's name to locate their opportunity card.

Step 2: Change the Stage of the Opportunity 0:26

• Click on 'View Opportunity' on the customer's opportunity card.

• Change the stage from 'Open' to 'Successful Re-invitation.'

Step 3: Update the Opportunity 0:38

• Click 'Update' to finalize the changes.

• A thank you message will be sent to the customer, and the coupon will be marked as invalid.

Step 4: Alternative Method from Dashboard 0:46

• Go to the dashboard and find the sidebar labeled 'Opportunities.'

• Select the drop-down menu and choose 'Re-invitation.'

Step 5: Drag Opportunity to Redeem Coupon 0:57

• Search for the customer's name in the re-invitation section.

• Drag the opportunity from 'Open' to 'Successful Re-invitation' to trigger the coupon redemption.

Step 6: Verify Coupon Redemption 1:17

• Click on the chat bubble icon to view conversations.

• Confirm that the thank you message regarding the coupon has been sent.

Cautionary Notes

• Ensure that the customer's name is spelled correctly to avoid searching errors.

• Double-check the stage change to prevent any miscommunication with the customer.

Tips for Efficiency

• Familiarize yourself with the dashboard layout to navigate quickly.

• Use keyboard shortcuts for faster access to the search bar and sidebar options.