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general:managing_call_backs [2025/09/16 13:08]
216.73.216.115 old revision restored (2025/07/04 09:05)
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.
 +
 3.  Click **Close**. 3.  Click **Close**.
  
general/managing_call_backs.1758028090.txt.gz · Last modified: 2025/09/16 13:08 by 216.73.216.115