Does this sound familiar?
A client calls to speak to the advisor, who is in a meeting with another client. Does your office still use something like this notepad to take a message for the call? Do you transfer the call into voicemail? Perhaps you send an email to the person with the caller's request in the body of the email?
Why not use Junxure to help you manage phone messages by creating and using a “Call Back” Action Template in Junxure?
Creating an action template for call backs allows the person taking the call to record the original call date/time in the contact’s record in Junxure along with notes, reason for the call, phone number to use upon call back as well as a preferred call-back time. This can easily be assigned to the person responsible for calling the contact, providing all details necessary, allowing the employee to see this call-back request on their pending action’s list. Even better is in the same action, in the follow up action notes box, the employee can make notes of the date/time of their call-back along with any applicable notes from their conversation.
Benefits of using a call-back action template:
Have a phone message from someone who does not have a contact record in Junxure?
No problem. Either add the person as a contact record in Junxure if applicable (for example – a potential prospect is calling in response to a newsletter they saw in their CPA's office) or create the action in the contact record of the employee for whom the message is for.