Follow

How to Assign an Agency Employee an Order

This feature is not available in all solutions. For more information, contact your supplier point of contact.

Overview

 

 

To process partner orders as an agency, you must be logged into Zift123 with an agency account. The orders menu will be empty if partners have not submitted orders to your agency.

Partners submit orders to agencies for marketing services in Zift123. These orders are visible on the Manage Orders page. This is the default page for agency users upon logging in.

Agencies offer marketing services in response to partner requests. These services are available in two formats:

  • Open-ended, where the the partner makes a specific request/order and the agency provides a quote for the services requested. In this instance, there is discussion between the partner and agency as to the services provided and their costs. 
  • Flat fee, where the agency has a specific service they are offering for a specific price.

In response to partner requests for services, the agency will provide a detailed quote about services offered, associated costs, quote expiration date, and project completion date. The agency can use the order to communicate with the partner about the services provided as the project progresses. 

 The agency may assign a specific employee to manage the order.

Prerequisites 

You should be familiar with the following topics before continuing:

How to Assign an Order to an Individual at the Agency

You can assign the order/work to a specific person at the agency.

  1. From Orders, select the activity.
  2. Select View Order.
  3. Select Order Details.
  4. From Assigned To, select Edit.
  5. Add/Change Assigned To.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

© 2017 Zift Solutions, Inc.
Powered by Zendesk