Purpose:

To help agents verify that a promotion or bonus was correctly applied to a customer account.

Steps to Verify:

1. 🔑 Open Customer Account

   • Go to the customer record in CRM.

   • Navigate to the Transactions or Orders tab.

   
    



2. 🎟️ Check Promotion/Bonus Field

   • Verify that the Promotion Code or Bonus ID is listed.

   • Ensure the promotion status shows Applied or Active.




3. 💰 Validate Amount or Balance

   • Compare the original price or points balance with the updated value.

   • Confirm that the discount percentage or bonus points are reflected correctly 




4. 📑 Review System Logs

   • Check the Audit History or Promotion Logs for confirmation that the bonus triggered.




5. 🎯 Cross-check Entitlements

   • Navigate to the Entitlements/Benefits section.

   • Confirm the new bonus or benefit is displayed.




6. ✅ Customer Confirmation

   • If needed, ask the customer to confirm in their portal/account or by checking their balance/notification email.

Additional Notes:

⚠️ If the promotion/bonus is missing, verify that the promotion is published, valid, and not expired.

📩 In case of issues, escalate the case to the Support Team for further investigation.