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How To Create A Call Report In Apple Pages?
A call report is an essential part of maintaining the business on the float. Essentially, a call report is tracking all of the phone calls sent and received as well as the visitation of the clients in the company. It will include all of the topics discussed, the result of the conversation, and others. It is utilized to keep track of the issuance of contracts. It is also used for employee feedbacking. Nevertheless, it is an essential legal document that companies must have. To achieve this, you must also go through legal and formal steps. Well, here are those steps:
1. Make A Transactor List
Start your call report by documenting and making a checklist or job call log as to who you are speaking with their detailed personal information. It includes the client's name, company, job position, contact information, and the likes. Then sort everything out—from clients, potential clients, or returning clients. Also, if there is an incident wherein third parties are involved, you need to be as specific as possible. Whether you have spoken to the secretary or the receptionist. Then, note if the person has the authority to confirm or deny the transaction made on behalf of the client.
2. Write The Call Purpose
In every call made, you need to make a simple note of every detail and activity about the conversation. You need to analyze the topic of the call as you and your supervisor will decide if the call is successful or not. Whether you wanted to get information, to gain sales, or to update the client. For as long as it will be helpful with your report, include it.
3. Include The Outcome
For your call status report, you need to add your opinion about the call. It will likely be successful if the transaction took place. For example, if you are making bank call reports, if you gain a customer for the service you provide, then it translates to success. But also, success does not limit there. There is an instance wherein you will reach out to your old client. If they responded, it is still considered a success even though a transaction does not take place.
4. Add Other Supporting Details
Include other information that will support your call report. One significant factor to indicate the outcome of your call is the tone of the receiver of your call. It will greatly affect everything on your call report. To put it into perspective, if you are making weekly call center reports, then you will likely add comments, shipping information (for sales), appointment date, and such.
5. Download Call Report Template
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