Telephone interview record form

Tips for using telephone return interview record form

      Telephone interview record formPreparation of:

​ ​ 1. Before a customer returns a visit, you must classify the customer in detail and come up with different service methods according to the classification to enhance the efficiency of customer service.
2. Customer return visits come in different forms, such as telephone return visits, email return visits, and face-to-face return visits.
​ ​ 3. It is best to conduct return visits before customers need to come to you, so that you can better reflect customer care and impress customers.

1: Sum of multiple conditions
It is necessary to count the total amount of subsidies provided by the department for production and the position is for the main operator.
The formula is:
=SUMIFS(D2:D9,B2:B9,F2,C2:C9,G2)
​ ​ 2: Conditional counting
It is necessary to count the number of business transactions of the designated store. That is, count how many specified store names there are in column B.
=COUNTIF(B2:B12,E3)
​ ​ 3: Multi-condition search
It is required to check that the department is production and the position is the name of the director.
The formula is:
=LOOKUP(1,0/((B2:B9=F2)*(C2:C9=G2)),A2:A9)
The writing method of multi-condition query of LOOKUP function is:
=LOOKUP(1,0/((condition area 1=condition 1)*(condition area 2=condition 2)),query area)
​ ​ 4: Calculate text equations
To calculate the text formula in the cell, first click on the first cell where you want to enter the formula and define the name:
Calculation = EVALUATE(C2)
Then enter the formula in the cell:
= Calculate

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