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Day 2 Review
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What information needs to be updated and/or verified when assisting clients?
Phone Number & Email Address
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The Move In icon provides a list of units and search options that allow the client to locate and select from available units.
True
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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.
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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
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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
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Where should you go to access myHub?
http://myhub.sitelink.com
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What letter does a Corporate code usually start with?
c
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Where should we create a new contact in Salesforce?
At the corporate level
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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
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When is it necessary to verify and or update the clients contact information..
Every call, Incorrect information, Need to update information
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