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Online Sales & Follow-ups
How to Push Urgency to Convert Leads Faster
How to Mark Leads as Follow-Up Required After 24/48 Hours
How to escalate users who faced bad pickup experience to CX team?
How to Handle Price Objections from Customers
How to Push Users Toward Same-Day Pickup Availability
How to Handle Users Who Insist on Higher-Than-Market Price
How to Close a Lead When Pickup Isn’t Available in User’s Pincode
How To Identify & Call High Value Leads
How to Explain Pricing Logic to Customers (Condition, Model, Age)
How To Update Lead Disposition Status
How to Convince a User to Switch from OLX or Cashify to Cashkr
How to Answer “How is Cashkr Different from Others?”
How to Upsell to Users with Multiple Devices at Once
How to Explain Cashkr’s Payout Process and Build Customer Trust
How to Handle Language Barrier Leads (Regional Users)
How to Convert Chat Leads into App Installs and Bookings
B2Ch Vendor Operations & Compliance - Test
How to Respond When a Customer Says “I Need Time to Decide”
How to use urgency/fear of price drops to drive decisions?
How to Explain What Documents Are Needed During Pickup
How to Explain the Pickup Process When the User is Confused
How to Handle Leads That Asked for Callback But Didn’t Answer
How to Escalate If a User Was Promised Something by Mistake (Price or Time)
How to Handle a User Who Says “I Didn’t Get My Pickup”
How to Escalate a Lead That is Urgent or at Risk of Loss
How to Respond to “Can I Sell 2 Devices Together?”
How to Upsell Cashkr Referral Program During a Sales Call
How to Communicate Clearly When Price Gets Revised at Pickup
How to Track Repeat Leads from the Same User
How to Use Coupon Codes During a Call to Convert Users Instantly
How to Handle Users Asking for Offline Store or Pickup Center
How to Respond to “Why is Your Price Lower Than Other Sites?”
How to Log Callback Requests in CRM
How to Follow Up with Customers Who Scheduled Pickup But Cancelled
How to Verify if the Customer’s Device is Supported or Not
Order Management
Customer Refuses to Provide ID Proof (Operations – Admin)
How to View All Orders by Status (Upcoming, In Progress, Completed)
How to View In-Progress Orders for Each Vendor
How to Reschedule a Pickup (Vendor via Vendor App)
How to Mark An Order As Failed From Admin
How to Handle Customer Request for Early Pickup
How to Force-Close an Order If Vendor Is Not Responding
How to Manually Assign a Pickup Lead to a Vendor
How to Handle a Delayed Pickup
Customer Refuses to Provide ID Proof (Vendor Side – App Pickup Flow)
How to Reschedule a Pickup (Operations via Admin Panel)
How to Change Assigned Vendor for an Order
Management
Marketing Manager
Marketing
Search Engine Optimization
Competitor Analysis
Influencer Marketing
Content Marketing
Performance Marketing
Campaign
CRM
PR
Reviews & Testimonials
App Store Optimization
Referral
Market Research
Offers & Coupons
Graphic Designing & Video Editing
Analytics & Events
Social Media Marketing
Sales
Sales Lead (B2C Sales & Follow-ups)
Corporate Buyback
How to Handle Corporate Customer Inquiry (Corporate Buyback)
Operations
Quality & SLA
Customer Experience
HR & Internal Management
Recruitment Operations
Pre-Joining & Onboarding
Onboarding & Access
Onboarding & Induction
Employee Lifecycle
Documentation & Compliance
Performance Management
Employee Engagement
Attendance & Leave Management
Payroll & Compensation
Employee Exit Management
Policy Management
Employee Wellbeing & Compliance
How to Conduct Monthly Performance Review
Customer Experience / Support
How to Send T&C or FAQ Links Directly from Chat Panel
How to Reopen a Resolved Ticket (User Still Facing Issue)
How to Respond to “I Selected the Wrong Model”
How to Handle Customers Demanding Higher Price Than Shown
How to Onboard a New CX Team Member to Tools & CRM
How to Deal with Price Mismatch Complaints After Pickup
How to Answer “How Does Cashkr Work?” Clearly and Quickly
How to handle a delayed pickup complaint?
How to Respond When a User Says “Vendor Was Rude”
How to Explain the Difference Between Estimated Price and Final Price
How to Respond When a Customer Didn’t Receive Payout
How to Follow Up with Users Who Gave 3-Star Reviews
How to escalate a failed pickup (ghost/no-show)?
How to Guide Customer on Where to Check Order Status
How to resolve: “Vendor didn’t show up in my time slot”?
How to Respond If User Says: “I Didn’t Get Any Vendor Call”
How to Mark a Support Ticket as Escalated for Founder Review
How to Check If a Vendor Payout Screenshot Is Valid or Fake
How to Push Users to Update the App (When Old Version Causes Issues)
How to Change Customer Address or Contact Details Post-Booking
How to Check and Resolve “Customer Not Paid” or “Less Paid” Cases
How to Explain Rejection Reason When Pickup Was Failed
How to Respond to: “What Happens to My Data?”
How to Offer Coupon Codes to Retain a Lost Lead
How to Handle Rude or Abusive Users
How to Share an Invoice with the User Manually
How to Handle a Customer Who Changed Mind After Scheduling Pickup
How to Differentiate Between Real and Fake Complaints
How to Handle: “App Isn’t Working” Complaint
How to Transfer a Support Case to Another Agent or Department
How to Push Users to Give a Review Post-Sale
How to Respond to: “I Got a Better Quote Elsewhere”
How to Verify Vendor’s Pickup Proof (Photo, UPI, Timing)
How to Manage Language Barriers During Support Calls
How to Cancel an Order Upon User Request (Before Pickup)
How to Respond if User Says: “I Got Lower Price Than Quoted”
How to Escalate a Vendor Who Repeatedly Delays Pickups
How to Check if a Pickup Was Already Assigned to Another Vendor
How to Reschedule a Pickup Requested by Customer
How to Mark a Customer Complaint as Critical
How to Verify Vendor Actions if Customer Claims “No One Contacted Me”
How to Escalate App Bugs or Feature Issues Reported by Users
How to Merge Duplicate Orders Created by Mistake
How to Mark a Support Ticket as Resolved in CX.Cashkr.com
How to Respond When User Says: “Not Satisfied With Experience”
How to Process a Customer Payout Dispute
How to Respond to Complaints from App Store / Play Store / Google My Business
How to Handle Duplicate Orders from the Same User
How to Handle a Return Flow Dispute (Post-Pickup Only)
How to Reply to CX Escalations on CX Genie
How to Handle a Customer Asking for Corporate Sale Process
How to Handle “Fake Attempt” Complaints from Customers
Internal Operations
How to Temporarily Disable Pickup in a Specific Area
How to Disable/Remove an Area or Device Type Due to Low Vendor Coverage
How to Add/Remove Access to Admin Panel for Ops Team
How to Raise an Internal Escalation for Operations Blockage
Vendor Management
How to Approve or Reject a Vendor Application
How to Deactivate, Block Or Temporarily Pause a Vendor
How to Deduct Credits for a Failed Pickup
How to Add Or Remove Vendor Area/Pincode in Admin
How to Assign or Remove Device Types for a Vendor
How to Assign Pincode to a Vendor
How to Onboard a New Vendor (Online Pickup)
How to Approve a New Vendor Application
How to Handle a Vendor Request for More Area (Increase Servicable Area)
How to Increase Service Area of a Vendor Based on Performance
How to Limit Maximum Orders for a Vendor
How to Verify a Vendor UPI Payout Screenshot
How to Escalate If Pickup Is Not Attempted at the Scheduled Time Slot
How to Reactivate a Paused or Inactive Vendor
How to Add or Deduct Vendor Credits Manually
How to Escalate a Repeated SLA Violation
Vendor Training (Online Pickup)
How to Flag a Vendor for Misbehavior with a Customer
How to Flag a Vendor Using Same UPI Screenshot Repeatedly
How to Set Max Order Limit for a Vendor
How to Enable or Disable a Vendor
Overview
Operations
Quality & SLA
Video tutorial: Dashboard workflow for SLA review.
Video tutorial: Dashboard workflow for SLA review.
Last updated August 14, 2025
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