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TASK and DESK TICKET MANAGEMENT
Task/Ticket Management: Unassigned Tickets: POCs for each cluster will monitor unassigned open tickets and assign them to appropriate deal owners. Abby and Gail will take turns in managing the unassigned tickets daily Look for the deal as stated in ...
Best Practice for Handling RF Desk Tickets
To ensure clear communication, accountability, and timely follow-up with RFs (Raving Fans), we are implementing a new best practice for managing RF Desk Tickets. Effective date: September 25, 2025 BEST PRACTICE: 1. Do NOT close or merge RF Desk ...
Velocity: Deal Management Process
Velocity: Deal Management Process *work in progress* Last Updated: Oct. 17, 2025 What's updated: Added P4 Management Soft Launch and SRS process update (highlighted in Yellow) This document addresses deals in the 'Originated to Sent to INS' stages, ...
Country Financial (CF) Claims Process for GGR
Overview We will now handle Country Financial (CF) claims based on the assigned adjuster. Chris Owens has grouped CF adjusters into three categories, and each category requires a specific approach. Vicki will let the AM know if it is category 2 or 3 ...
CSP Directory - Click, Find, DONE
Click, Find, DONE - CSP Directory The CSP’s Directory is a centralized reference guide for employees, ensuring quick and easy access to necessary files. It helps maintain an organized, structured, and efficient digital workspace. CSP TOOLS LINK CSP ...