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! **************************************************************************************************************************************** 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

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