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howto:add_notes
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howto:add_notes [2025/07/04 08:27] 216.73.217.3 old revision restored (2024/09/11 15:32) |
howto:add_notes [2025/09/16 14:42] (current) 216.73.216.115 old revision restored (2025/05/26 05:39) |
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| ====== How to add a note for a customer interaction ====== | ====== How to add a note for a customer interaction ====== | ||
| - | You must record notes for every interaction with a customer | + | You must record notes for every interaction with a customer. Notes must include information such as: |
| * What happened on the call | * What happened on the call | ||
| Line 14: | Line 14: | ||
| {{: | {{: | ||
| - | |||
| - | ===== Template ===== | ||
| - | |||
| - | Here is a template you should use for your notes: | ||
| - | |||
| - | * Phone/Email | ||
| - | * Issue: | ||
| - | * Resolution: | ||
| - | * Account changes: | ||
| - | * Offers made: | ||
| - | * Refund?: | ||
| - | * Did ask for refund and was upset?: | ||
| - | * Call back time: | ||
howto/add_notes.1751617642.txt.gz · Last modified: 2025/07/04 08:27 by 216.73.217.3
