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howto:add_notes
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| - | ====== How to add a note for a customer interaction ====== | ||
| - | You must record notes for every interaction with a customer - both phone and email. Notes must include information such as: | ||
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| - | * What happened on the call | ||
| - | * Why you made any changes | ||
| - | * Whether the customer was irate or upset | ||
| - | * If any [[general: | ||
| - | * What offers you made | ||
| - | * If a refund was given and why | ||
| - | * If necessary, when you will call them back | ||
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| - | Click **+ Note** to add your note to the customer record. | ||
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| - | {{: | ||
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| - | ===== Template ===== | ||
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| - | Here is a template you should use for your notes: | ||
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| - | * Phone/Email | ||
| - | * Issue: | ||
| - | * Resolution: | ||
| - | * Account changes: | ||
| - | * Offers made: | ||
| - | * Refund?: | ||
| - | * Call back time: | ||
howto/add_notes.1750875639.txt.gz ยท Last modified: 2025/06/25 18:20 by 47.128.126.52
