Moving forward, we will no longer need the Microsoft Form to capture customer information. Depending on the call type and outcome of the call, different info may need to be captured. Below is a screenshot of the Interaction section of a customer’s profile.
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Customer first and last name
Callback number
Street Address
City
State
Zip code
Comments
Disposition
In Person Home Appointments
Capture the following for any caller adamant about receiving an in-person appointment:
Customer first and last name
Callback number
Street Address
City
State
Zip code
Email Address
Comments
Disposition
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It is very important to enter a comment on every call moving forward. This makes it much easier to understand what happened without having to listen to each call as the disposition alone usually does not tell the full story. |