Templates

Overview:

This page offers a variety of note templates for use within our tools, designed to help streamline your workflow and improve efficiency.

Issue:

Resolution:

Refund/Void: Y or N (If Y, indicate if Full or Partial refund)

Follow-up: Y or N

Escalation: Y or N

Example:

Issue: The customer declined retention offered and was asking a refund for their MBC

Resolution: Processed refund of $29, provided information on refund timeline and their refund transaction ID

Refund/Void: Y, Full

Follow-up: N

Escalation: N

Agent's Full Name

Issue:

Resolution:

Refund/Void: Y or N (If Y, indicate if Full or Partial refund)

Follow-up: Y or N

Escalation: Y or N

Ticket Link: (If you're working on a ticket)

Order Number:

Product Name:

Summary of Concern:

Actions Taken: (Actions you did on your own to check for answers)

Recommended Resolution: (What do you think we can do for this customer as a resolution)

Order Number:

Customer Name:

Customer Email Address:

What is being cancelled or updated in the order?:

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