| TYPES | Definition | Who and When to Assign |
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| Question | questions about the products.
questions from another Wise Agent/employee |
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| Task | Internal or external task to do. |
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| Need Information from Customer | Need additional or confirmation from the customer such as dimension of the design, PO number confirmation, etc.
no response needed if it's cs initiated conversation. |
|
| QUOTE - Request for Quote | price request / RFP / RFQ | Mary Callie |
| QUOTE - Quote Letter Document | quote/pricing we sent.
no response needed, assign to CS then tag as resolved. |
|
| QUOTE - Quote Follow up. | resending quote, see if cx needs additional info.
no response needed, assign to CS then tag as resolved.
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| QUOTE - Quote Won! | we receive PO and cx proceed with the order. |
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| Quote - No bid | products we don't produce. |
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| Product Sample - Product Sample Request | cx requesting for product sample. |
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| Product Sample - Sales Order Confirmation Document |
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| Sales Order - Sales Order Received! | PO received / Order Placed |
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| Sales Order - Sales Order Document | order confirmation, PO confirmation, cx wants to place an order
no response needed, assign to CS then tag as resolved |
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| Sales Order - Sales Order Status Update | where the order is , request for partial shipment, status of the order
(ship date or tracking number) |
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| Sales Order - Customer Request | request for earlier ship date or other request if order in production |
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| Job - Job Ticket |
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| Product - Art File Request to Customer | request design/logo/layout from the customer |
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| Product - Proof Request To Prepress | design/logo/layout created by prepress to be sent to the customer. |
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| Product - Proof Approval Request to the Customer | get cx approval on the design/logo/layout provided. |
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| Shipment - Shipment Packing List | tracking number / shipping info |
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| Shipment - Customer Needs Information |
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| Sales Invoice - Sales Invoice Document |
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| Sales Invoice - Customer Question |
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| Purchase - Quote Request |
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| Purchase - Quote Document |
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| Purchase - Purchase Order Document | PO received from the customer |
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| Purchase - Purchase Order Status Update |
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| Customer complaint | customer issues |
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| Supplier complaint | supplier issues |
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