ACCOUNT NOTES

EBB WEBCHAT

Contact ID: Name of the chatter: Account number: DPA STATUS: PASSED DPA TIME STAMP: QUERY: Order/package: POST CODE: DOOR NUMBER: W/O NUMBER:

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SALES WEBCHAT

Contact ID: Customer Name: Postcode: Door number: Query: Service: SOR Number: O2 Order Reference ID: DD Activated: Yes or No Upfront Payment Taken: £XX - Partial/Full Payment

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RETAIN MESSAGING

CID: Account number: Identity of the chatter: AH/3rd Party Name of the chatter: DPA STATUS: PASSED/ FAILED DPA TIME STAMP: Contact number update status: Verified/Updated Email address status: Verified/Updated CJM :N/A WO: QUERY : RESOLUTION: USES MESSENGER TOOLKIT: YES/NO (already offered 2 Options which customer decline then offer Option 3 with Messenger Toolkit) CODE: DISCOUNT AMOUNT: BE CONVERSATION SUMMARY:

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MOVERS WEBCHAT