Summary Grab Bag Activity - NH

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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
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