Have this open and fill out while you are on the phone for general phone calls. You will need to collect the following information before you hang up the phone.  If additional calls are made by or to the same caller, comment on the original post made for the caller. Also post a comment identifying if an email has been sent to them and/or if the interaction has been completed so that everyone knows that no further action needs to be taken.

1. Caller Name
2. Caller Phone Number
3. Reason For The Call
4. Your Solution
5. Callback Needed or Requested?
6. Email Back Needed or Requested?
7. If email needed or requested, what is their email?
8. Any extra notes that you or they may have.