🧩 Lab 6: End-to-End Mini Project

Scenario

A prepaid subscriber reported coverage issues last week. After resolution, retention offers are tested, and upon acceptance, a data bundle is activated.

Steps

1. Locate last week’s coverage SR (from Lab 1) and confirm Status = Closed; add a follow-up Activity "Retention call".
2. Use Saved Query to find similar prepaid customers (Lab 2 approach). Document the query criteria.
3. Compose an offer note (SMS text) in the Account/Contact notes. Paste the text.
4. Create an Order for a small data bundle (Lab 3 approach). Progress status to Complete.
5. Optionally, run a report for SRs closed last 7 days (Lab 5) and attach PDF to the Account as an Attachment.

Mermaid: Mini Project Flow

flowchart LR
  A[Closed SR] --> B[Retention Activity]
  B --> C[Segment Similar Customers]
  C --> D[Offer SMS]
  D --> E[Order Bundle]
  E --> F[Activation Complete]
  F --> G[Optional Report]

Deliverables

• Screenshot of SR details (Row ID visible)
• Saved Query name and criteria
• Offer SMS text
• Order # and final Status
• Optional: report filename attached to Account

Capture This (Screenshots)

• SR with Retention Activity linked
• Saved Query criteria and result count
• Account/Contact note with offer SMS text
• Order header + line with final Status = Complete
• Optional: Account Attachments showing report PDF