Documentation

Call documentation:


--CRAZYSALES:

Outbound/Inbound
Call duration: 2 mins
Date:
Details: assisted cx in placing/paying order

--EBAY: 

Outbound/Inbound
Buyer ID:
Call duration: # mins
Date:
Details: assisted cx in placing/paying order

Upsell Chat
Chat ID:
Date:
Details: (write down in detail what happened with the upsell)

Upsell Email
Email ID:
Date:
Details: (write down in detail what happened with the upsell)

Note: If no documentation is done no sales. If upsell is done in combination, chat and email please write down in details portion. If you called or cx called with a different number, put number. See samples below:

CALLS

CHAT

EMAIL