Fishworx Training Reminders and Feedback

Daily Use of Fishworx Website enquiries to be zero Not Contacted to be zero Messages to be zero Reminders to be zero Make sure any from a client is added to FW or if on already is updated Make sure any phone in or walk in is added to FW or if on already is updated

Website Enquiries Called first thing in the morning and appropriate info sent and reminder set

Click on red square to get enquiry info

Call client and insert notes – leave as no call type and not contacted

Final steps Assign notes – Assign call type – Assign reminder date – Change status to contacted - Not contacted will change at top will change

Not Contacted Clients we could not reach the day before

Click on Not Contacted - call client complete all the regular info – call type – reminder – notes – change to contacted and click update

Do the same with next enquiry and make sure zero at the close of day if possible, if not call next day and always make sure your clients are all called and changed to contacted with a reminder set

Client s in

Search FW – Click on feedback – paste clients in keywords, change to All staff – all call types – all statuses – click on calendar and search for a couple years back – click find (calendar only defaults to 2 weeks back)

Client info comes up and you can see where they came enquiry came from and all correspondence

Add all relevant info and click update

All Walk ins or Call ins Add name/ / telephone number – Set reminder – complete notes – click on add

Doing Bulk moves on Feedback

Click on All – Change status to Contacted or Done – Click on go You can also click on pages on the bottom if you would like to skip ahead or back for any reason

Calling up all Clients and checking on details/Finding lost reminders Click all assigned – all call types and all statuses – click on calendar and back date to required date – click find

Thank You