How to manually create a New Phone Call ticket
During this training, you will be logging in into the C4C training environment and simulate each step.
Module's objective:
Understand the importance and steps on how to create a manual phone call ticket in c4c when converting to a new ticket or assigning to existing ticket.
Step 1
Click on "New Phone Call"
Step 2
New Phone Call ticket view
Fill out the following:
In the "Subject" field enter the main reason the customer contacted us.
In the "Notes" field add details. For example: Unit's model number
Click on the icon next to "Account" field.
Step 3
When searching for a customer's account, ensure the filter option is set as "ALL"
Step 4
Search for the customer's account in the search button in this view.