Fishworx TrainingReminders and Feedback

Daily Use of Fishworx• Website enquiries to be zero• Not Contacted to be zero• Messages to be zero• Reminders to be zero• Make sure any email from a client is added to FW or if on already is

updated• Make sure any phone in or walk in is added to FW or if on already is

updated

Website EnquiriesCalled first thing in the morning and appropriate info sent and reminder set

Click on red square to get enquiry info

Call client and insert notes – leave as no call type and not contacted

Final stepsAssign notes – Assign call type – Assign reminder date – Change status to contacted - Not contacted will

change at top will change

Not ContactedClients we could not reach the day before

Click on Not Contacted - call client complete all the regular info – call type – reminder – notes – change to contacted and click update

Do the same with next enquiry and make sure zero at the close of day if possible, if not call next day and always make sure your clients are all called

and changed to “contacted” with a reminder set

Client emails in

Search FW – Click on feedback – paste clients email in keywords, change to All staff – all call types – all statuses – click on calendar and search for a couple

years back – click find (calendar only defaults to 2 weeks back)

Client info comes up and you can see where they came enquiry came from and all correspondence

Add all relevant info and click update

All Walk in’s or Call in’sAdd name/ email/ telephone number – Set reminder – complete notes – click

on add

Doing Bulk moves on Feedback

Click on All – Change status to Contacted or Done – Click on goYou can also click on pages on the bottom if you would like to skip ahead or

back for any reason

Calling up all Clients and checking on details/Finding lost reminders

Click all assigned – all call types and all statuses – click on calendar and back date to required date – click find

Thank You