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Logging Communication with Customers (EN130)


Description
There are days when the phone doesn't stop ringing. Notes are hastily done on paper sheets, post-its on the colleagues' computer displays represent callback requests.
Paper however gets lost quickly.
And come next week, who'll remember what a phone call from last week was all about or if all those callbacks actually happened?
Daylite and our extension Fone&Text allow you to log all incoming and outgoing phone calls and have them linked into the activity history of the contact. The information is then available for the entire team at all times.
That way you know even after two years what deal you made with which client.
Callback requests can also be delegated with Daylite, and you can see if the task was completed.

Duration: about 45 minutes

Content
  • Introduction
  • Introduction
  • Logging incoming and outgoing phone calls
  • Logging inbound phone calls
  • Logging outbound phone calls
  • Advanced Call Logging
  • Follow up actions for calls
  • Test: Logging incoming and outgoing phone calls
  • How helpful was this course for you?
Completion rules
  • All units must be completed