Name: ___________________________________
Date: ___________________________________

Where do you transfer?

Select the team that each set of notes would be transferred to.

  • 1. CCI wanting us to get in touch with vet regarding prescrition
  • 2. CCI order is stuck at FedEx location, needs more information for delivery
  • 3. CCI very upset that dog crate cut her dogs foot, wants to be called back by a supervisor
  • 4. Employee from FC called in, needs to speak to their HR
  • 5. CCI pet passed, CST had pet for 15 years
  • 6. CCI to update address on order, going to old address
  • 7. Pharmacy rep very rude and unhelpful, wouldn't talk to customer
  • a. Direct to leadership via email
  • b. Supply
  • c. Direct to leadership
  • d. Supply
  • e. WOW
  • f. Lead follow up
  • g. Pharmacy
Answer Key
Hide Answer Key
Name: ___________________________________
Date: ___________________________________

Where do you transfer? (Answer Key)

Select the team that each set of notes would be transferred to.

  • g 1. CCI wanting us to get in touch with vet regarding prescrition
  • b 2. CCI order is stuck at FedEx location, needs more information for delivery
  • f 3. CCI very upset that dog crate cut her dogs foot, wants to be called back by a supervisor
  • c 4. Employee from FC called in, needs to speak to their HR
  • e 5. CCI pet passed, CST had pet for 15 years
  • d 6. CCI to update address on order, going to old address
  • a 7. Pharmacy rep very rude and unhelpful, wouldn't talk to customer
  • a. Direct to leadership via email
  • b. Supply
  • c. Direct to leadership
  • d. Supply
  • e. WOW
  • f. Lead follow up
  • g. Pharmacy

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