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general:managing_call_backs [2025/09/16 13:05]
216.73.216.115 old revision restored (2025/06/10 10:14)
general:managing_call_backs [2025/09/16 16:30] (current)
216.73.216.115 old revision restored (2025/09/16 13:08)
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 ====== Managing Call Backs ====== ====== Managing Call Backs ======
  
-Ideally you can resolve all of the issues raised by a customer when you are on the phone together; but sometimesyou need to investigate and give them a call back later. This process outlines how to create a ticket in FreshDesk so that your pending Call Backs are kept organized.+Ideally you can resolve all of the issues raised by a customer when you are on the phone together; but sometimes you need to investigate and give them a call back later. This process outlines how to create a ticket in FreshDesk so that your pending //Call Backs// are kept organized.
  
 ===== To create a ticket for a new Call Back: ===== ===== To create a ticket for a new Call Back: =====
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 ===== When you have completed your Call Back: ===== ===== When you have completed your Call Back: =====
  
-1.  __IMPORTANT:__ Add a note to the CRM indicating that the callback happened and what the result was.+1.  __IMPORTANT:__ [[howto:add_notes|Add a note to the CRM]] indicating that the callback happened and what the result was.
  
 2.  Click on the ticket to open it in FreshDesk. 2.  Click on the ticket to open it in FreshDesk.
general/managing_call_backs.1758027913.txt.gz ยท Last modified: 2025/09/16 13:05 by 216.73.216.115