User Tools
howto:add_notes
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
howto:add_notes [2025/09/16 14:34] 216.73.216.115 old revision restored (2025/07/04 08:10) |
— (current) | ||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== 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: | ||
| - | |||
| - | * 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 | ||
| - | |||
| - | Click **+ Note** to add your note to the customer record. | ||
| - | |||
| - | {{: | ||
| - | |||
| - | ===== 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.1758033280.txt.gz · Last modified: 2025/09/16 14:34 by 216.73.216.115
