Daily Intervention Tracker

Daily Call intervention Tracker and CPI Check
Name: 


A red asterisk (*) indicates required questions.

  1. Agent Oracle number*


  1. What type of intervention was done*
    Questions On Managed Return
    Validation and approval Status
    Very Long Hold Time
    Very Long AHT
    Aux Jumping
    Override and Credit approval
    Save the Sale motion
    Incorrect case tagging
    Other- Specify on notes


  1. Is this Save the Sale?*
    Yes
    No


  1. Was the agent able to sale *
    Yes
    No- not applicable


  1. Top 3 behaviors impacting CPI*
    No- BOSS
    Product and Process Inefficiency
    No- Save the sale motion
    Behavioral - Agent controllable
    Not Utilizing Resources
    Others- Specify on comments


  1. What was coached?*


  1. Others- Comments*





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