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Teams
Name
Score
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10
×
What is the next action after confirming that address and email are correct and subs is active if status of BRK is undeliverable?
Perform MOD RES.
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Check
Okay!
Check
15
×
What email will you use if a customer has a question about a recommendation or other types of financial advice.
Mailbag@OxfordClub.com
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Check
Okay!
Check
5
×
T or F. Liberty Through Retirement is one of the active free e-letters for The Oxford Club.
False.
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Check
Okay!
Check
10
×
What reason will you enter when reshipping a welcome package?
D - Did Not Receive
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Check
Okay!
Check
10
×
What reason will you select when doing change eligible publications?
C-CLEP
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Check
Okay!
Check
10
×
Modified True or False. Do MOD PRO after paying off billing suspend to update card on file for autorenew.
False. MOD ARN.
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Check
Okay!
Check
15
×
Name all actions to be performed for deceased customers.
Add estate of on the first name, change promote customer to N and turn off free e-letters.
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Check
Okay!
Check
25
×
What information is required to find cust card information?
Date of charge, amount, card type, last 4 digits of card and card exp date
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Okay!
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×
thief
Give points!
5
10
15
20
25
×
gold
Win 50 points!
Okay!
×
shark
Other team loses 25 points!
Okay!
×
banana
Go to last place!
Oops!
10
×
What is the next step after the customer received the SMS when signing up for text alerts?
Reply CONFIRM PUB
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Check
Okay!
Check
15
×
How did the customer purchase the subscription for 786?
Swap
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Check
Okay!
Check
20
×
Identify all areas where you need to change email if cust needs to update email for everything under the Oxford Club.
Cust Search, Cust Activity Web Logins tab, Cust Activity Email Address and Free E-letters screen
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Check
Okay!
Check
×
heart
Other team wins 20 points!
Oops!
×
star
Double points!
Okay!
×
fairy
Take points!
5
10
15
20
25
×
lifesaver
Give 25 points!
Oops!
×
thief
Give points!
5
10
15
20
25
×
rocket
Go to first place!
Okay!
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rocket
Go to first place!
Okay!
×
baam
Lose 20 points!
Oops!
20
×
Give the correct steps in order if cust is unable to login to the website after checking the subs are active, website and email are correct.
Direct cust to forgot pw section of the web, send reset pw link, reset pw in ADV to their zip code.
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Check
Okay!
Check
10
×
What modification code will you use if customer wants to switch to web only access?
MOD PRO
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Check
Okay!
Check
×
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