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How to fill out floor call tracking sheet

How to fill out a floor call tracking sheet:

1. Start by entering the date and time of the call in the designated spaces on the sheet.
2. Write down the customer's name or contact information, ensuring it is legible and accurate.
3. Record the purpose of the call, whether it is a general inquiry, complaint, or request for assistance.
4. Note down the name or extension of the person who took the call, as well as any other relevant staff involved in the conversation.
5. Document a brief summary of the conversation, including key points discussed and any follow-up actions required.
6. Indicate the outcome of the call, such as whether it was successfully resolved or if further action is needed.
7. If applicable, record any additional details that may be useful for future reference, such as the customer's account number or specific products/services discussed.
8. Review the completed sheet for accuracy before submitting it for further processing or analysis.

Who needs a floor call tracking sheet:

1. Businesses and companies that receive a large volume of phone calls can benefit from using a floor call tracking sheet.
2. Customer service departments and call centers often utilize this tool to effectively manage and monitor incoming calls.
3. Sales teams can use a call tracking sheet to keep track of customer inquiries and potential leads.
4. Supervisors or managers responsible for monitoring and evaluating employee performance may find a call tracking sheet helpful in assessing call handling skills.
5. Call tracking sheets can also be useful for quality assurance purposes, ensuring that customer concerns are addressed promptly and accurately.

For pdfFiller’s FAQs

What is floor call tracking sheet?

The floor call tracking sheet is a document used to record incoming calls received by a particular department or floor in a business.

Who is required to file floor call tracking sheet?

The department or floor manager is usually responsible for filing the floor call tracking sheet.

How to fill out floor call tracking sheet?

To fill out the floor call tracking sheet, one must record the date, time, caller's name, purpose of call, and any other relevant information.

What is the purpose of floor call tracking sheet?

The purpose of the floor call tracking sheet is to monitor and keep a record of incoming calls to ensure proper handling and follow-up.

What information must be reported on floor call tracking sheet?

Information such as date, time, caller's name, purpose of call, and any actions taken must be reported on the floor call tracking sheet.

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