On this month’s call, we discussed: Personalized Support Best Practices; NEW! Advanced Automation Rules; NEW! Slack Integration; NEW! Case Tag Management; Strategic Planning for 2017
https://www.youtube.com/watch?v=vFQa-r5MLKs
Note Template Ideas
- Phone Call Scripts
- Procedural Checklists
- Frequently Used Notes (like “Left Voicemail…”)
Strategic Planning (Free Gift)
On this call, our guest speaker Laura Posey, shared best practices for Strategic Planning in the new year. Pickup Your Personal Strategic Plan Assessment Special Report as a special gift for the FuseDesk Family!