Handling Sales Information Requests
Use this workflow when there’s a query about new GitLab offerings from an existing customer. It can also be used to handle situations where customers express their need via a support ticket to get in contact with their account manager.
- Check the organization’s information in Zendesk to find the CSM for the customer.
Note: In Zendesk, click on the organization name under the tab at the top, then scroll down and look for the
Customer Success Managerfields.
- Respond to the ticket, CC-ing the CSM letting them know of the customer’s interest in new/more GitLab offerings.