CALL CENTER FORM

Please complete this form with as much information as possible after a call that results in energy bills received, a transferred call, or a scheduled appointment.

What was the result of the call?(Required)

Energy Bills Received

Call Transferred to Energy Advisor

Appointment Made

CUSTOMER INFORMATION:

Company Name(Required)

Customer's Name(Required)

Job Title (Optional)

Email (Optional)

Phone Number(Required)

CALL TRANSFERRED:

Who was the call transferred to:

APPOINTMENT INFORMATION

Date

MM slash DD slash YYYY

Time

Hours

:

Minutes

AM/PM

IF THE CLIENT SENT YOU A COPY OF THEIR ENERGY BILL:

Please attach a copy of the customer’s energy bills

Max. file size: 50 MB.

Or email the bills to: info@energyprofressionals.com

Your Name (Agent name)(Required)