Is it okay to share the Myoperator plan details in the email body?
⚡Quick answer -
• No, it needs to be sent in PDF format.
• If you send the plan in the body of the email, the email will not look good; it will look a bit nasty.
• It would be easier for the customer to view the PDF shared, because the customer will get all the details in one place, making it easier to compare the plans.
Related Articles
How do I create, approve, and share a custom MyOperator package?
⚡Quick answer - Log in to https://accounts.myoperator.co/dashboard → Packages → Create Custom Packages → customise the plan → Save & Generate Package. The package is pushed to Qntrl for tier-based approval, surfaces in Zoho CRM, and can then be ...
How should we handle a client who wants the same plan they purchased one year ago?
⚡Quick answer - The next step depends on whether the client is buying a new plan or renewing an existing one. • New plan: The sales team should check the Accounts Panel. If the identical plan is still available, it can be offered to the client. • ...
In chat or email, what is the audit-score impact when an agent fails to share a required FAQ?
⚡Quick answer - If the agent doesn’t share the required FAQ and doesn’t provide the resolution, the audit score is 0. If the agent promised to share an FAQ or document but failed to do so, a markdown will be applied.
How does MyOperator generate and send invoices?
⚡Quick answer - • Invoices are system-generated only after a payment is settled. • No invoice is ever issued in advance, nor can its date or month be altered by request. • Special cases:– Lifetime Plan/Security Deposit → “No invoice”; an Agreement is ...
Do I need to keep balance on my SIM after recharging with a Heyo plan?
⚡Quick answer Yes. Heyo masks your calls with a virtual business number, but the voice traffic still travels over your physical SIM’s cellular network. If your SIM has no active talk time or calling plan, the call will fail even if your Heyo ...