[ONBOARDING] Training Checklist
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Modified on: Thu, 3 Mar, 2022 at 11:58 AM
Shopify Navigation
- Searching Customers with or without order numbers.
- Duplicating Orders
- Updating Address information
- Updating Account information
- Resending shipping or order confirmations
- Issuing Refunds and partial refunds
- Adding Proper Notes to Shopify
- Reviewing Customer Order History
Freshdesk Navigation
- Locating Open Tickets Assigned to your name
- Locating Waiting on Customer Tickets and Follow-Ups
- Merging Tickets
- Solutions Tab
- Creating a New Email
- Updating the Properties
- Locating Canned Responses
- Adding Private Notes and Notifying to someone else
Address Update
- Request to Update Shipping Address or other Order info
- Request to Update Shipping Address- Order already in transit
- Request to change Billing Address
- Request to change Email Address-
- Request to Resend Email or Shipping Confirmation emails
Cancelation Request
- Request to modify order- add or remove items
- Request to cancel order
- Request to cancel order- Order already in transit
- Review cancelation SOP on Freshdesk Solutions
- Share Teams Wiki- Directory by Region/Brand
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