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a1:csr [2019/12/22 20:50] nates old revision restored (2019/05/21 11:38) |
a1:csr [2020/12/24 08:18] davek removed |
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- | ======Customer Service Representative====== | + | ====== Customer Service Representative ====== |
- | =====Daily Tasks===== | + | ===== Daily Tasks ===== |
- | - [[a1:csr:call_taking|Call Taking]] | + | |
+ | - [[:a1:csr:call_taking|Call Taking]] | ||
- Check Voicemail | - Check Voicemail | ||
- Check Email | - Check Email | ||
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- Process Invoices/Payments | - Process Invoices/Payments | ||
- Process Bids | - Process Bids | ||
- | - [[a1:guides:agreements#scheduling_inspections|Schedule A-1 Annual Inspections (when possible)]] | + | - [[:a1:guides:agreements#scheduling_inspections|Schedule A-1 Annual Inspections (when possible)]] |
- | - [[a1:guides:processing_deposits|Process Deposits]] | + | - [[:a1:guides:processing_deposits|Process Deposits]] |
+ | |||
+ | ===== Weekly Tasks ===== | ||
- | =====Weekly Tasks===== | ||
- **Monday's** | - **Monday's** | ||
- | - NA | + | - NA |
- **Tuesday's** | - **Tuesday's** | ||
- | - [[a1:guides:happy_calls|Happy Calls]] | + | - [[:a1:guides:happy_calls|Happy Calls]] |
- | - [[a1:guides:dme_reports|DME Reports]] | + | - [[:a1:guides:dme_reports|DME Reports]] |
- **Wednesday's** | - **Wednesday's** | ||
- | - NA | + | - NA |
- **Thursday's** | - **Thursday's** | ||
- | - NA | + | - NA |
- **Friday's** | - **Friday's** | ||
- | - NA | + | - NA |
- | =====Yearly Tasks===== | + | |
- | * [[guide:managing_backflows|Managing Backflows]] | + | ===== Yearly Tasks ===== |
+ | * [[:guide:managing_backflows|Managing Backflows]] | ||