Distributed Source
This icon symbolizes that you are on the main account page.
What are two buildings?
We can turn this feature on if the client needs a specific field to be spelled back for accuracy.
What is verification required?
These access levels can make account changes and are also able to view the billing tab.
What is admin and owner?
This is the minimum ready expectation of a full-time Client Account Manager.
What is 65%?
This acronym signifies that a task is complete.
What is NFAR ( No further action required)?
The first decision tree in the script would be labeled this.
What is Call Type?
In this tab a client is able to view all messages in the portal as well as leave feedback on calls handled by the CX team.
What is the Inbox Tab?
This is the number you should call if you have questions on a task and need assistance.
What is the CS Supervisor Line / Questions Line ( 866-244-9196)?
Under normal circumstances, this is the timeframe expectation for task follow-up.
What is 2-3 business days?
This section houses the who we are, address, and contact details for the client
What is the Overview tab?
In this tab the client can view all call data
What is the Reports Tab?
This is the key you will press to mark the AR as complete.
What is F8?
This task houses important information such as dial-out preferences, who to reach out to for certain circumstances, and if an account has a dedicated CAM.
What is a hold task?
Located in the URL of the main account page, we will need to input this when adding embedded Setmore.
What is the API Key / Unique pin?
In this tab a client can add status updates for associates. Using this feature also generates an AR for client services.
What is Notes to Receptionists?
This document houses Brand phone numbers, email addresses, and internal/external login details.
What is the contact list?
This is what you should do if you are working on an active response and notice there is a duplicate/related task open on the account that is not being worked on.
What is merge tasks?
This feature needs to be turned on for repeats to work.
What is message annotation?
This feature allows a client to call and text from their mobile app, masking their phone number.
What is a Business Phone Number (BID)?
This is the cooling period timeframe we will set when releasing a number from Asset Manager.
What is 90 days?