Untitled Note
By: Anonymous3/14/20232 views Public Note
Incontact ID:
UID:
RC Phone Number:
Customer First and Last Name:
Extension #:
Callback #:
Email Address:
Mention/Verify Company name and nature of business:No se llena
Acknowledge Loyalty (Sign-up/Start date): No se llena
Account Verified:
Admin:
*************************************************************
Acknowledge issue and goal (You can echo if need be):No se llena
-Probe (Ask TARGETED QUESTIONS):No se llena
-Set TS Expectations/Timeframe:No se llena
-Educate the customer of the TS needed to be done:No se llena
-Start TS or walkthrouh:No se llena
-Run test reso if applicable:No se llena
**********************************************************************************
For (Customer’s Name)_Issue_Assisted / Resolved/assisted by (Agent’s Name
Description Information:
Set ETA:
Troubleshooting:
Resolution:
Recap:
Gain Agreement to close the case: Y
Promoted Support Site: Y
Promoted Survey: Y
SAT Prediction:
I am resolving the case now:
Attached KB Article: Y
**************************************************************************************************************************************
-Recap (End with a Is there anything else I can help you with?)
Promote Support site
-Survey
-Case Number
I will be closing the case, and tag the issue as resolved. You might also receive a short survey, over email, regarding your overall experience
Thank you for being part of RingCentral!
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Requesting support template
Case #:
Issue:
Troubleshooting steps done:
Results:
Help needed:
TEMPLATE TO USE TO ADD CONTACTS IN SALESFORCE
UID:
Incontact ID:
First name / Last name:
Contact Number:
Email Address:
Account Verified: Y/N