Get the free TELEPHONE INQUIRY NOTES - California State University San - academicpersonnel csusb

TELEPHONE INQUIRY NOTES Person called Date Institution Position Comments: Failure to properly check out candidates could result in the offering of appointment to an undesirable individual. The University

How to fill out telephone inquiry notes

How to fill out telephone inquiry notes:

1. Begin by writing down the date and time of the telephone inquiry at the top of the notes. This helps to establish a chronological record of the conversation.
2. Next, jot down the name and contact details of the person making the inquiry. Include their full name, phone number, email address, and any other relevant information.
3. Take detailed notes during the conversation, capturing key points discussed, questions asked, and any specific requests or concerns expressed by the caller. It is important to be as specific and accurate as possible while writing these notes.
4. If applicable, record any actions taken or solutions proposed during the conversation. This could include promising to follow up with additional information, arranging a callback, or forwarding the inquiry to the appropriate department.
5. After the conversation ends, review the notes for completeness and clarity. Make sure that all necessary information has been recorded accurately.
6. Finally, file the telephone inquiry notes in a designated folder or system for easy retrieval and reference in the future.

Who needs telephone inquiry notes:

1. Customer service representatives: Telephone inquiry notes are crucial for customer service representatives as they assist in providing accurate and informed responses to inquiries.
2. Sales teams: Telephone inquiry notes can be used by sales teams to understand customer needs, preferences, and potential sales opportunities.
3. Management and supervisors: Telephone inquiry notes provide valuable insights into customer feedback, common concerns, and areas for improvement, thus helping management make informed decisions and monitor the overall quality of service provided.

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What is telephone inquiry notes?

Telephone inquiry notes are written records of phone conversations made by an individual or organization.

Who is required to file telephone inquiry notes?

Any individual or organization who engages in telephone inquiries or discussions is required to file telephone inquiry notes.

How to fill out telephone inquiry notes?

Telephone inquiry notes should include details such as the date and time of the call, the name and contact information of the person spoken to, a summary of the conversation, and any action items.

What is the purpose of telephone inquiry notes?

The purpose of telephone inquiry notes is to document important information discussed during phone conversations for future reference.

What information must be reported on telephone inquiry notes?

Telephone inquiry notes should include date and time of call, contact information of person spoken to, summary of conversation, and any action items discussed.