1) Caller Info Customer Name * Business Name Phone * Email Fax Preferred Contact Phone Email Text Fax 2) Reason for Call Primary Reason * Select one Email / verification help Purchasing assistance Selling item(s) Research Travel planning Other Only the matching section below will open. Other (short) 3) Email / Verification Email Task Type Click verification link Account setup Print attachment Temporary inbox monitoring Notes 3) Purchasing (Multiple Items) Add as many items as needed. Payment Method Customer card Invoice Urgency Normal Time-sensitive Store / Website (general) Add Item If items are from different places, put store per item. Notes 3) Selling (Multiple Items) Add as many items as needed. Photos Available (general) Yes No Mixed Pickup / Delivery handled by Customer Buyer Mixed Add Item Notes 3) Research What are we researching? Deadline Budget Range Results delivery Choose Phone Email Fax Printed summary 3) Travel Planning (Multiple Travelers) Add each traveler. For airline tickets, legal name matters. Travel Type (check all that apply) Plane Amtrak Bus Other From (city / airport / station) To (city / airport / station) Depart Date Preferred Depart Time Return Date Preferred Return Time Budget / Price Ceiling Number of Travelers (optional) Must arrive by (optional) Traveler(s) Add Traveler Hotels needed? Yes No Maybe How many nights? Hotel city / area Local rides needed (Uber/Taxi/Driver)? Yes No Maybe Rides details Travel Notes / Requirements What do we need to book? 4) Fees and Go Ahead Fees explained? Yes No Approved to proceed? Yes Waiting Estimated cost range 5) Done Looks Like In the customer's words, what does finished mean? * 6) Internal Notes Flags Follow-up needed Files pending Payment pending Red flag Internal notes Save Intake Clear
