Customer Name Contact date Description of the contact and discussion

(MM/DD/YYYY)

Richa was in to pick up his new phone

case. He mentioned he wanted a voice
Richa Costa 4/2/2018 recording functionality for his iPhone 5SE.

Gave Richa voice recording app and

showed him how to use it. Ping had an
issue with losing contacts with his new
phone. He will leave the phone with me
Richa Costa 4/18/2018 to fix it and then send it to him.

Cell phone will not hold a charge longer

than 2 hours. Showed customer how to
manage background apps to extend the
battery life. Neil mentioned he does not
Neil Castro 4/18/2018 have funds to buy a new phone.

Wants to buy a new cell phone for 12 yr

Carla Morse 6/5/2018 old daughter that has parental controls
 Purchase if any Customer type Future actions Date to complete
future actions

Research iPhone apps for

$9.99 iPhone 5SE phone Most valuable voice recording and notify
case customer Richa. 4/5/2018

Recover Richa's lost contacts

and return his phone to him.

Add Richa to our

Most valuable promotional offers and
N/A customer product announcements. 4/18/2018

Notify Neil of our next

phone promotion and add
N/A New customer him to our mailing list. 4/25/2018

Show her how to set up

$350 iPhone 5SE New customer parental controls 05/15/2018
Actions Completed
Yes/No

Yes

No

No

No
 Permission to be Perferred contact
Customer Name Phone number Email
contacted Yes/No method

Diana Gonzalas No Do not contact 306-233-5610 Not Given

Niel Castro Yes Call 306-233-5610 Neil1992pr@msn.com

Richa Costa Yes Email 306-223-4256 RC2202@gmail.com

 Address

Not given
Not given
123 Ygnacio Valley Road
Claymore, Puerto Rico 00918