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Blank Customer Information Form

Feb 25, 2015
1
0
Good morning, all. I'm relatively new to PC and completed almost all of my online training on CC. During the training (or at some time during my travels around CC to get familiar) I was sure I saw a blank customer/guest information sheet to write down their contact information, shows the held/attended, products they ordered, notes, et al. It's not the lead contact form but similar. I do use the biz tools and know how to look it up, but in some cases I'm a paper person and want to keep a file for each customer. Help please.
 

raebates

Legend Member
Staff member
Dec 6, 2005
18,356
436
I can't picture what you're talking about. I'm often a paper girl, too. There is a Customer Care Phone Log, but that doesn't sound like what you're talking about.
 
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