PM Status
Here is a guide on what the icons on the PM Status means & what you need to you when a client calls for those PMs.
❌
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.