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If a client calls in and they do not have a contact already in Salesforce, what should you do?
Create a new contact on the corporate card
Where should you go to access myHub?
http://myhub.sitelink.com
If a client calls in asking for an update on an existing case number that is in a Open, or On Hold status, what should you do?
Make an internal comment on the existing case
What letter does a Corporate code usually start with?
c
What information needs to be updated and/or verified when assisting clients?
Phone Number & Email Address
The Move In icon provides a list of units and search options that allow the client to locate and select from available units.
True
If your customer starts talking about the issue before providing all the required information to open a case, what procedure should you follow?
Let the client know that you would be happy to help with this issue, but you need to verify some information to create a case first.
Where should we create a new contact in Salesforce?
At the corporate level
When is it necessary to verify and or update the clients contact information..
Every call, Incorrect information, Need to update information
What should you do when a client calls in and you identify they are being affected by a current bug or known issue in the software?
Create a case, attach a related JIRA incident to the case & refer client to our status page for updates
