DMBM510370 | Customer contact and data security: telephone contact: telephone technique: inbound calls
From HM Revenue & Customs · Debt Management and Banking Manual
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When receiving a call from a customer you should
answer with the correct greeting (DMBM510330)
verify the caller correctly (DMBM512800)
ask appropriate questions to ensure you fully understand the nature of the call (DMBM510390)
summarise the call with the customer, making sure any further action that is required is clear to them and to you
end the call appropriately
be professional at all times
After the call has ended
note the record correctly using the correct abbreviations for an inbound call and
always start the note with your PID (DMBM900520).
If any follow up work is needed for example; a letter, then do this after the call has finished.
DMTC staff should ensure that they use the correct codes for each stage of the process.