3 ms·
It's not actually required. As long as the first csr puts a note on the account about what's going on, any csr can resume from there. i.e. a note like "202004
by grecy 7y ago
It's not actually required.
As long as the first csr puts a note on the account about what's going on, any csr can resume from there.
i.e. a note like "20200423 - asked customer to call back to discuss recent large transactions on credit card".
- pdonis 7y ago> It's not actually required. Yes, going to exactly the same person is not always required (depends on how good their customer notes are--in my experience there's quite a bit of variability there). Going to the right department immediately instead of being placed on infinite hold like someone who just randomly called in is required for something like this to work.