When should Member Success Reach out to other teams?

  • Trade Sales
    • When we see an issue with a supplier page in PRO
  • Events
    • Insert
  • Accounting
    • Insert
  • Development
    • Member can not access a completed Credit Card Authorization in their CRM
    • WorldVia PRO Bug Report
  • Agency Development
    • Insert
  • Pro Coaching
    • Insert

 

Whenever we have to reach out to another team, make sure we are following this process - Internal Agent Process