Zoho/Call Resolution Reasons

Zoho/Call Resolution Reasons

Zoho/Call Resolution Reasons are selected when completing a Call Log Activity or a Task/Case.
Warning
Select ONLY ONE Resolution Reason.
  1. Choose the reason that best aligns with the resolution of the interaction or escalation.
  2. Remove 'None' by clicking the red X.

Resolution Reasons

RESOLUTION REASON

WHEN TO USE

Added to DNC List

Placed the customer on the do not contact/solicit list

Assigned to APO

Assigned service job to APO

Cancelled Service Job

Cancelled the customers service job

Claim Credit Processed

Processed the reimbursement or claim credit

Confirmed Appointment

Service appointment scheduled

Courtesy Concession

Processed a courtesy concession

Customer Unresponsive

Unable to connect with customer

Denial

Service job denied

Duplicate

Duplicate or spam

Feedback Provided

Details being provided to another party (compliment/complaint)

Information Provided

Details being provided to the customer

No Action Needed

No further action is needed

NPS Survey Sent

NPS survey sent

Overturned Decision

Overturned original decision

Reassigned

Reassigned service job

Recall

Initiated a recall

Referred to Another Department

Connected with another department for assistance

Repaired

Approved repair

Replacement

Approved replacement

Requested More Information

More information needed to complete request

Updated Customer Account

Updated information on customers account

Upheld Decision

Upheld original decision

Waive/Refund Deductible

Waive for refunded deductible payment


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