Difference between revisions of "Call Management"
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(Correct Headers.) |
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This section is designed for an Account Manager to filter through their Call Backs with all of the information they need to hand. | This section is designed for an Account Manager to filter through their Call Backs with all of the information they need to hand. | ||
| − | + | == Orange Section (Customer Details) == | |
| − | == Customer / Call Details == | + | === Customer / Call Details === |
| − | == Billing == | + | === Billing === |
| − | == Delivery == | + | === Delivery === |
| − | == Online == | + | === Online === |
| − | == New Contact == | + | === New Contact === |
| − | == New Quote / Order == | + | === New Quote / Order === |
| − | + | == Green Section (History) == | |
| − | + | == Blue Section (Filters/Information) == | |
| − | == Filter Calls == | + | === Filter Calls === |
Revision as of 16:51, 7 February 2021
This section is designed for an Account Manager to filter through their Call Backs with all of the information they need to hand.
