Customer & sales
Team handoff
Transferring an active customer conversation or task with complete historical context to a designated team member.
How to use
Ensure prior consultation notes, customer expectations, and the responsible assignee are recorded together.
Example
A product inquiry transfers to Deniz; earlier chat history and follow-up tasks remain visible on the shared record.
Not to be confused with
Handing off work is not automated departmental routing or a contractual service level agreement (SLA).