Commercial Email
How do you access your commercial email?
What is: Open Personal Email, then click “Open Another Mailbox,” and type “PAMCOMMERCIAL”?
What do we use to check for a name variation in FACs?
What is: An Address Search?
Where is the License Plate Number located?
What is: Citation Window (W325)?
What is the first thing we need to do with a blank template?
What is: Save it to your Hive?
Where do customers mail overnight checks to?
What is: Professional Account Management, 325 Daniel Zenker Dr., Horseheads, NY 14848?
If you receive an email in the Commercial Inbox, what should you be doing to those emails (3 things)?
What is: Tag the email, work it, and move it to your inbox?
After receiving the completed variations from Mary, where would you find those invoices?
What is: In Wizarding World of Potter in the “Completed Invoices” folder?
In order for accounts in FACs to be credited to you under your Alpha, what disposition do they need to be in?
What is: 2601/3601?
What template should you use for possible point of contact for a company before verifying RP?
What is: Generic Intro (Inquiry)?
What are the two ways to skip trace a company?
What is: Google and Accurint?
What are the steps to handle a dispute received in the Commercial Inbox?
What is: Forward the customer email with attachments to PAMCOMMERCIAL, copy and complete the Dispute Submission Template, then once the email is received back in the inbox, add the “Dispute” tag and move the email to the “Corr & Disputes” folder?
When transferring the data from the completed invoices Mary added, which template would you use to transfer the data to?
What is: “Citation/Invoice Temp”
Provide me the steps on how to tie two accounts.
What is: Make sure the accounts are in the same dispo. Go to W51 and ensure you are route tying. Enter the seed account numbers, click “Get Accounts,” confirm the information, and then click “Update.”
How do we find the template that is used when email attached invoices?
What is: Open “Email Templates” then use “Requested Invoices Attached?” (Be sure to fix template to match information you are emailing)
What is needed at the beginning of every outbound call or if a new voice joins the line (including when being transferred)?
What is: The Call Recording Disclosure?
How can you find an email you sent if you forgot to CC the pamcommercial?
What is: You can review any email sent out in the sent folder, or you can search for the email address you sent in the search bar?
Walk me through on how to create a PivotTable.
What is: Highlight the data you want to use, click the Insert tab, select PivotTable, choose where you want the PivotTable to be placed, then click OK. In the PivotTable Fields panel, drag the fields into the Rows, Columns, and Values sections to organize your data?
Explain the difference between Agency & Route balances.
What is: The agency balances represent the total amount due across all accounts, while the route balances represent the total amount due for that seed account?
Using account LES 44663748, the customer requested details. Which template should you use?
What is: Single Citation Invoice?
When reaching a Responsible Party, what are the two things we want to ask for when obtaining a Point of Contact?
What are: A good contact phone number and email address?
All Lease Letters need to be sent when?
What is: Every Friday before 12pm est?
After email is sent and added to your folder, what do we do next?
What is: Update your outbound list & document seed account in FACs?
For most clients where would you locate the date of the toll violations/parking tickets?
What is: W3 under “Service Date?”
I took a payment from the customer over the phone, and the customer is requesting a receipt. Is there a template I should use to send to customers? If so, which one?
What is: There is no receipt template available for payments taken over the phone. Instead, you should take a screenshot of the confirmation screen after payment and email it to the customer?
What are the 8 items you should have open every day as you begin handling accounts?
What are: Hive, Potter Place, FACs, the outbound list, both emails, OneNote and KBR?