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Project → EverBright Homeowner Support
Type → Welcome CallSummary
→ Inbound Ticket Naming Convention (Summary): Inbound/Outbound Welcome Call - [Installer Company Org Name ] - [ Homeowner Name ] - [Homeowner Address]+ Co-applicant name (If needed).
Description: Job Address
Assignee → yourself
Reporter → you can leave as yourself for now
Description → The welcome call for [homeowner name] with [installer company name] has been completed on [current date].
Labels → EB, Welcome Call
Support Channel → Email, Phone
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