Call Management: Difference between revisions
Jump to navigation
Jump to search
Setup |
Correct Headers. |
||
| Line 1: | Line 1: | ||
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.