DAY: |
TASKS & MESSAGES ARE TO NOT BE MARKED DONE |
Upon Answering: Berkshire Hathaway's Platinum Elite Group, Can I Help You? |
DATE: |
UNTIL FINAL COMPLETION ANY TASKS NOT COMPLETED |
When Unavailable: He/ She is unavailable at the moment, may I help you or forward a message? |
|
IN 72HR's MUST HAVE MGMT WRITTEN APPROVAL |
Prior to Trxferring/ Messaging: May I have your Name, Number, and the property this is regarding? |
MSG FOR |
TKN BY |
TIME |
CALL/IN CALL/OUT |
NAME/ COMPANY |
PHONE NUMBER |
PROPERTY ADDRESS RE |
MESSAGE/ COMMENTS/ NEEDS |
F.U. BY |
F.U DATE |
FOLLOW UP RESULTS |
FILE LOG |
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