08-29-2024 08:38 AM
I recently been answering phone calls for our CSR and was wondering if there was any way to link an incoming call to an existing job. A lot of the phone calls were regarding jobs that were booked but I was not sure how to link that call to the booked job. I'm aware the phone call gets linked to the customer overall, but it'd be helpful to have it linked to the job also.
Just wanted to know if there's a workflow that has been made on the Knowledge Center or if there's something I am missing overall. Thank you.
08-29-2024 10:36 AM
Go to customer account for that call. Click "playback" on your specific call. Then click "I'd like to reclassify the call". From there you should have the option to attached it to an existing job by selecting "This call was related to an existing job".
Hope that helps!