In the following video we discuss adding a call status to service and delivery schedules to track customer communication effectively.
Setting Call Status on Service and Delivery Schedule
Key Steps
Access the delivery or service schedule.
Click on the customer's name you need to call.
Click on the call status option.
Note down the phone number provided.
Add warehouse notes, delivery notes, and general call notes as necessary.
Assign a status (e.g., left message, available, unavailable).
Add any additional notes or changes required.
Click save to update the call status.
Check the scheduler to see the updated call status represented by different colors (black for no status, green for available, red for unavailable, yellow for left message).
Cautionary Notes
Ensure to update call status accurately to reflect customer communication.
Double-check all notes and changes before saving to avoid errors.
Communicate any rescheduling needs promptly to the relevant team member.
Tips for Efficiency
Utilize the call status feature to quickly identify customer communication status.
Keep notes concise and relevant for easy reference.
Use different colors in the scheduler to visually track customer statuses at a glance.