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Key Points of Message Taking
Stephanie Worstein
Created on July 1, 2025
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Key Points for Message Taking
4. Calling On Behalf Of...
1. Caller Name
Get the full names of both parties.
With a friendly tone, ask for the caller's full name.
5. Date/Time
2. Caller Phone Number
Note the date and time of the call for future reference.
Take the phone number and any extensions.
3. Company/Position
6. Message
Ask where they are calling from and/or position.
Offer to jot down a detailed message if the caller would like.