- Answering the phone, booking incoming leads, scheduling installations dates, updating installation programs, and data entry in our in-house database round out the profile. Additional duties will include:
- Provide our “CBD customer service experience” to all customers
- Log all incoming calls as a lead ensuring all are promptly scheduled for an appointment
- Prepare an accurate customer profile for each call
- Manage Internet leads received and ensure lead goes through process until appointment is scheduled
- Monitor schedules of Designers and all planned installations
- Maintain availabilities of Designers and coordinate appointments accordingly with input from Sales Manager who will provide appointment times to communicate to Designers
- Provide potential installation dates to Designers; complete installation schedule/board
- Monitor daily emails advising of Appointment Outcomes and download into in-house program
- Maintain CBDManager database by creating customer profiles, adding appointment information, booking installation dates, entering sales information, etc.
- Keep all customer information current in database including all current/ongoing communication with that customer
- Add all design information in the appropriate client profile
- Enter credit card payments
