Offline Notepad
View raw
New Salesforce Template: Phone Number: Spoke with: Transfer from (if applicable): Transfer to (if applicable): Verified: Referral: Branded: Property Address: Mailing Address: Need of call: Resolution: Cancellation effective date: xx/xx/xxxx – Validated Address for refund and cancellation docs: XXXX* – Validated Cancellation reason: XXXX Confirmed refund method with insured: Y/N, ________(CC (last 4)/ACH (last 4)/Check) Amount of refund: $XX.XX
Shared snapshot