Untitled Note

Greeting: RingCentral Reason for the call empathy: ( I hear you/ Important for your business/ Loyalty) V: Phone # Call bck# Confirm business name: Reassure the reason for the call: ---------------------------------------------- V: Customer's Name: Customer's Account Number (RC Phone Number): Customer's Contact Number: Customer's Email Address: Level 1 Security question an answer for their extension Level 1.5 Reset the password if they have access to the email address Level 2 Multifactor MFA- Last 4/6 card information --------------------------------------------------------- Ty for calling Rincentral, my name is Bryan. How can I assist you today? // I see how this can affect the business// I hear you Call 2 Customer Name: Gloria webb Main number: 2815807378 UID: 260815040 contact ID: 260815040 Extension #: 104 Best callback number: 815807378 Email address: webbpestcontrol@hotmail.com Customer's preferred callback time (with timezone): 2815807378 Admin: Y Account Verified: Y Issue: The customer wanted to create a rule, they would be closed on Thursday and Friday because of the holiday Troubleshooting: The customer asked us to make the changes for her, I accesses her Portal and went to Custom rules, and add an announcement-only extension with a message saying they would be closed as requested Recap: Y Support Site provided: Y Survey Spiel: Y --------------------------------------------------------------------- Case: Issue: User ID: 1 ------------------------------------------------------------------- FOR RESOLVED CASES CASE #: 16805848 ISSUE: The customer wanted to create a rule, they would be closed on Thursday and Friday because of the holiday ISSUE RESOLVED: Y SURVEY SPIEL: Y -------------------------------------- Thank you for calling Webb Pest Control Company Inc We are currently closed on Thursday and Friday, we will return on Monday in our business hours, thank you ------------------------------------------------------------------------------------------------------------------------------------------ Ty for calling Rincentral, my name is Bryan. How can I assist you today? // I see how this can affect the business// I hear you - Time Recap, I will be closing the case as resolved, survey. Call 1 Customer Name: William Griffing Main number: 4154797070 UID: 62906187031 contact ID: 456067331329 Extension #: 9999 Best callback number: webbpterol.com Email address: No email address attached to the account Customer's preferred callback time (with timezone): 4154797070 Admin: N Account Verified: N Issue: A user by the name of William Griffin wanted to set up after hours, calls needed to be referred to an external number, and the caller was not listed on the list of users of the account, customer provided the extension #9999 as his Boss extension and did not pass the security question and the super admin was not available to get the permission, the caller has access to the Portal, he tried to set up on the website and I guided him as general where to go. Troubleshooting: Provided option to the customer, advised the customer to set up the after-hours rules and select the option to direct the miss calls to the external number they wanted. Recap: Y Support Site provided: N/A Survey Spiel: Y --------------------------------------------------------------------- Case: 16805093 Issue: A user by the name of William Griffin wanted to set up after hours, calls needed to be referred to an external number, and the caller was not listed on the list of users of the account, customer provided the extension #9999 as his Boss extension and did not pass the security question and the super admin was not available to get the permission, the caller has access to the Portal, he tried to set up on the website and I guided him as general where to go. User ID: 1626492020 ------------------------------------------------------------------- FOR RESOLVED CASES CASE #: 16805093 ISSUE: A user by the name of William Griffin wanted to set up after hours, calls needed to be referred to an external number, and the caller was not listed on the list of users of the account, customer provided the extension #9999 as his Boss extension and did not pass the security question and the super admin was not available to get the permission, the caller has access to the Portal, he tried to set up on the website and I guided him as general where to go. ISSUE RESOLVED: Y SURVEY SPIEL: Y (Caller does not have access to the email)