Study

Day 1 Review

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  • Name the tools we use to enter the card information
    ADV and EWOF
  • What is the control group initials for ECC ambassador?
    CEXXX
  • What are the acceptable responses for customers inquiring about a lawsuit?
    I don’t know, I’m not aware of that; Our legal department has advised us not to comment
  • What are the 3 information that you need to enter when creating the control group?
    Order control group ID, Description and order source
  • What is the meaning of EWOF?
    Emergency Web Order Form
  • What is the last option if customer is unable to access the website after walking them through forgot password section and sending forgot password link via email?
    Reset the password to the customer's zip code in Advantage.
  • Name 6 things that we should never read or share to customers.
    Never read card number back; never give financial advice; never recommend specific brokers; never guarantee ROI; never read articles out loud and ticker symbols
  • What tool is used for remote trainings, meetings and for additional chat assistance when taking in calls?
    MS Teams
  • Identify 3 benefits of auto renew?
    Locks in the price, customer will never miss an issue and less hassle of calling back to get a subscription
  • What are the 2 tools that can be accessed without VPN?
    KO and LU
  • What tool is known as the phone system?
    Five9
  • Where do we find the recommendation in the newsletter
    Ctrl F + Action to take
  • True or False. We can login on behalf of the customer if they're having website login issues.
    False.
  • Name 3 uses of Verint
    check schedule; view quality scores & previous coaching from sup; request for time off
  • ___ involves the use of social engineering over the phone to gather financial or personal information from the target.
    Vishing / voice phishing
  • Name 2 major stock markets commonly mentioned in the recommendations
    NYSE and NASDAQ
  • When should we balance and release the control group?
    Before going to lunch and before end of shift
  • What are the 3 categories that Agora group of companies focus on?
    Health, Financial and Travel