Home Outlet Cabinet Program Installer Resource Guide

CUSTOMER CONTACT

6. Type or click on the calendar to enter a date next to Customer Contact Date and/or Ready to Measure Date and Save Changes • Customer contact date is the date the call was made to the customer (whether the customer answered or not) • Ready to Measure Date is when the customer is ready to measure, this could be the same day as the scheduled measure appointment

BEST PRACTICE FOR NO RESPONSE 1. Email and/or text the customer through Sage Sync’s communication feature and make plan to follow up if no response. • See steps on the next pages 2. If sending only a text, also Add Retail Order Note

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