Sales Routing Information Quick Reference Card

Sales Routing Information

Sales Voicemail: 800-847-5331

Under $2k Subtotal – Gopher - CS will process, no matter what the account pop ups are, then send to the customer.
Over $2k Subtotal - CS will enter in all information, including item numbers, then route to Sales according to the below:
*TOP ACCOUNT is the only pop up CS needs to take special action on for quotes over $2k subtotal*
*All tasks should be HIGH priority when routing them to a SM or SS*
**Exception: All WI tasks should

Hard Copy Quotes over $2k subtotal be sent John Dooley no matter
Top Account – Route high priority task to Regional Sales Manager the dollar amount**
- If Regional SM is out of the office, route task to Sales Support
Not Top Account – Route high priority task to Territory Sales Manager
- If Territory SM is out of the office, route task to Sales Support Please use the Quote Price Concession
Guidelines on the Quick Reference Card

Phone Quotes over $2k subtotal for any discounts on Domestic quotes:
Transfer call to appropriate Sales Manger 855 number Gopher under $2k

- If SM unavailable, it will go to the regional queue automatically Performance under $1k
- If no one there is available, route a task Play With A Purpose all stay in CS

o For any instance above, route tasking accordingly:
 If SM is in the office, route High Priority task to SM
 If SM is out of the office, route High Priority task to Sales Support

LAST UPDATED DATE: 7/20/2015 LOCATION: SHARED\CUSTOMER CARE\CUSTOMER SERVICE GROUP\CUSTOMER SERVICE\CAREER PATH TRAINING\PATH 1

Sales Routing Information

Sales Voicemail: 800-847-5331

Under $2k Subtotal –Gopher - CS will process, no matter what the account pop ups are, then send to the customer.
Over $2k Subtotal - CS will enter in all information, including item numbers, then route to Sales according to the below:

*TOP ACCOUNT is the only pop up CS needs to take special action on for quotes over $2k subtotal*
*All tasks should be HIGH priority when routing them to a SM or SS*

Hard Copy Quotes over $2k subtotal **Exception: All WI tasks should
Top Account – Route high priority task to Regional Sales Manager be sent John Dooley no matter
- If Regional SM is out of the office, route task to Sales Support the dollar amount**

Not Top Account – Route high priority task to Territory Sales Manager
- If Territory SM is out of the office, route task to Sales Support
Please use the Quote Price Concession

Phone Quotes over $2k subtotal Guidelines on the Quick Reference Card
Transfer call to appropriate Sales Manger 855 number for any discounts on Domestic quotes:
- If SM unavailable, it will go to the regional queue automatically Gopher under $2k
- If no one there is available, route a task Performance under $1k
o For any instance above, route tasking accordingly: Play With A Purpose all stay in CS

 If SM is in the office, route High Priority task to SM
 If SM is out of the office, route High Priority task to Sales Support

LAST UPDATED DATE: 7/20/2015 LOCATION: SHARED\CUSTOMER CARE\CUSTOMER SERVICE GROUP\CUSTOMER SERVICE\CAREER PATH TRAINING\PATH 1