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howto:add_notes
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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 can use for your notes: | ||
| - | |||
| - | * Type: Phone/Email | ||
| - | * Issue: | ||
| - | * Resolution: | ||
| - | * Account changes: | ||
| - | * Offers made: | ||
| - | * Refund?: | ||
| - | * Call back time: | ||
howto/add_notes.1754521952.txt.gz · Last modified: 2025/08/06 23:12 by 47.128.53.45
