TASK LIST ITEMS
CALLS
Inbound customer service calls
Confirmation calls
DIRECTV pre install calls*
DIRECTV post install calls*
DIRECTV cancellation recovery calls*
HUGHES cancellation recovery calls*
ADT cancellation recovery calls*
Pro Plan upfront charge failed billing recovery calls*
PC/ID + Pro Plan failed recurring billing recovery calls*
PROCESSING
Protection Plan – make sure charged, mark completed, processed.
DIRECTV – make sure promotion is tied to right order entry system, add pending install date, processed.
Hughes – make sure promotion is tied to right order entry system, add pending install date, processed.
ADT – add pending install date, processed.
AT&T Internet – make sure promotion is tied to right order entry system, add pending install date, processed.
AT&T Mobile – – make sure promotion is tied to right order entry system, add pending install date, processed.
CHECKBOXES IN AGEMNI ALLOW YOU TO EASILY PULL OUTBOUND LISTS USING THE PROCESS REPORT.
HOW TO PULL LISTS: Go to Reports / Process and then use the criteria detailed here:
