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02-28-2023
05:46 AM
1 Kudo
Good morning everyone! As the main CSR in our HVAC company, I make a lot of outgoing calls. When I call customers to remind them to book in their maintenance or to book them in for a recall the trou...
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Call Scripts
02-07-2023
05:46 AM
What if we have a customer that does not use email, Can we skip that part of the log in process?
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Feedback
05-02-2022
09:27 AM
2 Kudos
What are your best practices for what your CSRs do when they are not on the phones? Thanks so much for your thoughts!
01-09-2023
10:06 AM
Our ST is not recording manual calls. It shows us the call was made and we can attach it to a job but we are unable to listen to the call,
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Call Booking Details
01-12-2023
07:30 AM
1 Kudo
Would it be possible to add the "No Charge/Non-Opportunity" check box to the list of fields for converted jobs and recall jobs in the booking step so that employees do not have to go into the job aft...
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Call Booking Details
01-10-2023
12:55 PM
3 Kudos
When we mark a lead as a follow up since we did not book the job there is no way for a CSR member to really know that, that follow up that was created should be booked from the follow up tab unless t...
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Call Booking Details
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Call Reasons
by
larryf
in Call Booking
12-21-2022
07:48 AM
1 Kudo
12-21-2022
07:48 AM
1 Kudo
We have an automatic reply set up for after-hours, but I was wondering if there's some sort of temporary automatic reply we could set up for holidays that fall during our usual operating hours?
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Question
11-11-2022
07:03 AM
Question. Would like to know which would the correct way be to update a property that has been sold. Scenario.. customer sold home home. Have created a new customer account for the new ...
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Call Booking Details
10-19-2022
09:54 AM
1 Kudo
Is there a way to block Spam calls through ST? Or mark a number as spam so it automatically gets the Spam reason on the Close & Classify screen.
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Call Reasons
10-14-2022
07:24 AM
1 Kudo
(please bear with me I'm very new to Community) It would be very helpful to be able to add tags to a new customer account when creating them the first time they call instead of going back and adding...
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Call Booking Details
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Call Bubbles
