Hi all,
Is there a way to have the work order notes prefill with each new work order without using a template? Would like to setup a series of questions that CSR can see in the work order notes and type in answers after for example:
Problem: (CSR…
In the last part we looked at 3 quick tips that focused on terminology, business objectives and business outcomes:
Tip 1 — don't mention CRM (if you're not comfortable with the term)
Tip 2 - the IRACIS concept
Tip 3 — problems, solutions, benefits…
Every day, small and medium-sized business owners are looking for ways to improve & grow their business. Many hours are invested in brainstorming, talking to customers and analysing competitive offerings. It is not uncommon that at some point in the process…
