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Enhancing Outbound Call Strategies
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Enhancing Outbound Call Strategies

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@LuckyWhale

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Questions and Answers

Which template should be used to note all tickets worked?

  • Tier 1 Documentation Note Template
  • Tier 2 Documentation Note Template (correct)
  • Tier 3 Documentation Note Template
  • Tier 4 Documentation Note Template

    • What information should be included in the ticket documentation?

  • Call types, site editions, ticket title, and notes (correct)
  • Batch log with SF case and Merchant Name
  • Refund amounts and dates
  • SF Case # if escalated

    • What action was taken in this case?

  • Contacted merchant at (phone #) (correct)
  • Reset expectations with member
  • Sent batch email
  • Spoke to (name and title)

    • What is the next step after contacting the merchant?

    <p>Reset expectations with member</p> Signup and view all the answers

    When should batch emails be sent?

    <p>When there are any changes to the deals or any information that needs to be shared with the members</p> Signup and view all the answers

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