Summary - Grab Bag Activity - NH

• 1 Toolbar And Tesla Layout

• When creating a new account, this icon should be selected.

  New caller wizard
• The information entered in this window will be saved in the History tab.

  Identify caller box/window
• This field lists the designated Sales Reps name.

  Territory code
• This icon is selected to enter a ticket into ServiceNow.

  Exclamation point
• This icon may be selected to view all available search options.

  Magnifying glass
• The services sub tab of the _________ tab houses blocked products and services.

  Company
• This icon may be selected to retrieve the Identify Caller window.

  Phone/handset
• 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
• 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
• List 2 ways in which a new client account may be created.

  New caller wizard and client>new
• When creating a new account, this option should always be selected in the How Heard field.

  In-house standard
• 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.
• 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
• 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
• This is who you contact when a client calls to report their company name has changed.

  Billing Help Desk
• This information should always be added when a reservationist enters any comments.

  first initial, last name, date
• 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
• This button will allow you to make changes to a company or client profile.

  Edit
• This icon is selected to inactivate/reactivate a client account.

  Plug
• This information must be entered in the Reason Inactive field when canceling a client account.

  Authorizing persons name, reason, first initial last name date
• This is the definition of a Red Flagged company or VIP Client.

  An account that may have had issues in the past
• This information must be verified in order to proceed with a client's request.

  Company name, moderators name, phone number/email/physical address
• An _________  __________ may not schedule calls under their own account.

  Assistant Only
• This is what POCC stands for.

  Purchase order/cost center code