Item logo image for Call Checklist

Call Checklist

ExtensionWorkflow & Planning4 users
Item media 1 (screenshot) for Call Checklist

Overview

Checklist for pre-call and in-call tasks.

Ensure professionalism and consistency in customer support calls with a dedicated pre-call and in-call checklist. This extension provides a focused checklist tool to help customer service representatives, technical support agents, or remote workers: Prepare systematically for calls by verifying critical details upfront (reseller info, software numbers, log files). Follow a structured workflow during calls to confirm key steps like introductions, troubleshooting, and follow-up scheduling.

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Details

  • Version
    1.0.3
  • Updated
    March 20, 2025
  • Offered by
    shaywhytee
  • Size
    14.01KiB
  • Languages
    English
  • Developer
    Email
    tanner@swentechdevelopment.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data. To learn more, see the developer’s privacy policy.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

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