Opening Client Desk…

CAPTURE THE CONVERSATION

Record an enquiry.

Search first if the caller has contacted us before. Use their existing enquiry to record another call.

Future promotional messages

Ask separately: “May Global CoNNect by SB (Pvt) Ltd. send programme offers and updates to this email / WhatsApp number? You may opt out at any time.” Record the caller’s answer. This form sends no messages.

Pending follow-ups

Add a conversation or update

Record preferences only after asking the caller. Closing cancels outstanding follow-ups. Assigning also transfers pending follow-ups.

Conversation history

    Correct contact details

    Updates apply to this client's enquiries. Previous contact methods remain in history; preferences are not transferred to a new email or phone.

    Team access

    Each employee needs an individual account. Share temporary passwords privately. New staff must change their password and set up an authenticator before accessing hosted records.

    Add staff member