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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. 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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| - | {{: | ||
howto/add_notes.1762322991.txt.gz · Last modified: 2025/11/05 06:09 by 216.73.216.151
