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Edge 1.5 Day 1

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  • A client says, “I need to update the credit card on file for our software subscription.” How should this be classified?
    Billing-related request
  • Where can a client find Storable’s cybersecurity and compliance information?
    Storable Trust & Security Portal at https://trust.storable.com
  • What should you provide first when a client asks how to set up SMS for their facility?
    The SMS registration link
  • A client wants to negotiate their subscription rate and does NOT have an assigned CSM. What is the correct next step?
    Assign the case to the Rate Escalations queue for Rapid Success
  • Clients / facility managers can adjust their tenants mass email preferences directly on their behalf?
    False
  • Which time frame is most commonly associated with monthly payment processor (statement) fee deductions in Storable Payments 2.0?
    5th - 10th
  • What is the correct email for directing employment-related inquiries to People Operations?
    popssharedservices@storable.com
  • A client asks for help creating a facility map for a new property. What is the correct process?
    Create a case, include the number of units and FMS link in an internal comment, and assign to Sales Support Email Queue
  • Where can an agent verify if a customer is signed up for Storable Digital Marketing services?
    Salesforce account under the Assets section
  • Which queue should the case be transferred to for API requests?
    Product Support queue
  • Who must submit a bank account change request for a Storable Payments account?
    The Payrix account holder/admin
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