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Summary - Grab Bag Activity - NH
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1 Toolbar And Tesla Layout
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When creating a new account, this icon should be selected.New caller wizard
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The information entered in this window will be saved in the History tab.Identify caller box/window
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This field lists the designated Sales Reps name.Territory code
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This icon is selected to enter a ticket into ServiceNow.Exclamation point
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This icon may be selected to view all available search options.Magnifying glass
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The services sub tab of the _________ tab houses blocked products and services.Company
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This icon may be selected to retrieve the Identify Caller window.Phone/handset
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If a Billing Code is entered in the POCC field of a company account that information will appear on . . .The POCC field of each persons account within that company
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If a Billing Code is entered in the POCC field of a client account that information will appear on .All calls scheduled by that specific client
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List 2 ways in which a new client account may be created.New caller wizard and client>new
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When creating a new account, this option should always be selected in the How Heard field.In-house standard
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Name a reason why it is important to verify all information when setting up a new client profile.To avoid creating duplicate accounts, to ensure the clients information appears on their invoice correctly, etc.
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List 2 ways in which a Reservationist may provide a client with their Client ID or Password.Leave a voicemail on the phone number listed in the clients account or using the template for emailing it to the email listed in the client's account
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This is the preferred method for getting a new company setup when they would like to being using PGi services.Transfer to inbound sales team or direct them to PGi's website
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This is who you contact when a client calls to report their company name has changed.Billing Help Desk
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This information should always be added when a reservationist enters any comments.first initial, last name, date
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These are the steps for copying an address from one client profile to another.Profile>copy profile from client, search for the client>check the information needed>ok
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This button will allow you to make changes to a company or client profile.Edit
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This icon is selected to inactivate/reactivate a client account.Plug
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This information must be entered in the Reason Inactive field when canceling a client account.Authorizing persons name, reason, first initial last name date
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This is the definition of a Red Flagged company or VIP Client.An account that may have had issues in the past
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This information must be verified in order to proceed with a client's request.Company name, moderators name, phone number/email/physical address
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An _________ __________ may not schedule calls under their own account.Assistant Only
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This is what POCC stands for.Purchase order/cost center code
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