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Sitelink Day 4

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  • Your backlog in Salesforce should be empty by the end of the day.
    True
  • This caller said, “I accidentally marked the wrong customer as having moved out two weeks ago and just realized that now. Can you help me fix that?” What would be a reason that you won’t be able to undo the process?
    The move out was done more than 5 days
  • Is there a way the move-in process can be reversed?
    NO
  • If a customer calls in with an existing case that is still open and within your scope, how would you handle the call?
    Assist the customer, and close the case once resolved
  • To confirm a tenant was moved out, verify by:
    Navigate to the Adjustments Tab, followed by Moved Out Accounts.
  • Where would a customer go to change the tenant rate for multiple people in Sitelink Web Edition?
    Company > Edit Rent
  • How do you see the Move Ledge to Another Tenant Button?
    Press Control, Shift and letter T button
  • How do you confirm a move-out was reversed?
    Navigate to the Operations Tab followed by the Payments screen
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