PM Updates

2-20-2025

Unknown Trustpilot Client

If the below client belongs to you, please reach out to Brigitte

New Dynadot Security Pin: 9227

Auto Forms during Coverage

When filling our automated forms, please use the email of the PM you're covering for.

Switchboard & PM Tagging


Here is how Switchboard will direct your callers based on your Dashboard Status

❌

PM is Offline

  • Outside PM Shift: Advise the caller that their PM is already out for the day & that they will be called bak tomorrow morning. Fill up the Submission Form & it will queue up on the PM's CB list.

  • PM is not on Duty: Calls should be directed to the Covering Floater.

🔵

PM is Online but cannot take calls at the moment

  • PM is handling task: No need to tag in Switchboard. Advise the caller that the PM is currently with another client & that they will be calledback. Fill up the form as "PM advised CB".

  • Floater that isn't covering calls for any PM at the time.

  • Only tag in the Switchboard channel If a call is urgent.

🟢

Available to Receive Calls

  • Tag PM in Switchboard Channel

🥪

PM on Break

  • Advise the caller that their PM is currently not available but they will be called back. No need to Tag the PM in Switchboard & just fill up the form as ""PM advised CB".

  • Only tag in the Switchboard channel If a call is urgent.

📞

PM is OTP

  • No need to tag in Switchboard. Advise the caller that the PM is currently with another client & that they will be calledback. Log the call as as ""PM OTP".

  • Only tag in the Switchboard channel If a call is urgent.