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Click the check mark to access the disposition and notes section
Select the appropriate disposition from the dropdown menu
Leave a note with the customer information and a summary of the interaction:
| Info |
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If the customer record is available AND the task record has been properly related, only a summary of the call is needed. |
Customer’s Name
Job Link - EB homeowner
Contract ID - (Only for Beam/Concert Homeowner)Summary of the call
Complete all necessary after call work (downloading calls, etc.) BEFORE saving and closing
Save & Close
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