Attempt #:
CID/Account:
Contacted (Y/N):
Verified (Y/N):
Contact Details:
Notes:
CMBuddy Tool
Salesforce
InContact
Required Template NOTES per call interaction
Always leave 3 note (CM Buddy Tool, SalesForce, InContact), regardless if you speak with the customer or not
CID/ Account:
If you leave a Voicemail use this template
Attempt #:
CID/Account:
Contacted (Y/N):
Verified (Y/N):
Contact Details:
Notes:
If you speak with the customer you need to use this template in salesforce
Customer Archetype:
Customer Offerings:
Any Additional comments :
Notes: Always add emails you sent to customers on CM buddy & Salesforce
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