Mail codes
What are the first 2 digits in a mail code?
Calendar year/ active until
Which of the Media codes do we most often use?
S and U
What is an independent tab?
A tab such as the customer tab which does not require you to choose a plan before accessing it.
What would you click on to get the shortcut key list in stream line? And where is it located on the page?
Hot keys at the top right right side.
A customer calls with a mailer, where would I locate correct SOS?
Through the prospect search
What are the 3-4 digits in a mail code?
Month mailed
What do the following Media codes stand for?
S- Solus- These codes are used for new customers. This mail code will be provided by the customer or found in prospect search.
U- Upgrade- Upgrade- This mail code is used when YOU initiate and offer an additional product to the customer. This code will always be manually generated in Ensura.
What is a dependent tab?
A tab such as the contract tab which requires you to choose the plan you want to access before you can click on the tab.
What do you search to pull up a plan in streamline to get scripting for the product when SOS doesnt have the plan?
The product code
Where would you click to add an account note and when?
The plus sign by account notes
On every call
What if the the month says 13 in the mail code?
It was created by an agent in a call center
What are digits 6-8 in the mail code?
Partner or JV code
What tab do you click on with checking for or applying a discount. And do you use the contract price or the total price when calculating the discount?
The discount tab - Contract
Where would you find billing update, dead air script and DNC verbiage in Stream line?
Quick scripting on the main page
A customer calls to enroll in plumbing plans.
You enroll them in WSL/ESSL and IPD. Are these S or U enrollments?
These are all Sales because the WSL, ESSL and IPD are all part of the plumbing system.
What follows the 4th number?
The media code
What are the 9-12 spots on the mail code?
The product code
What type of search do you use when a customer calls in with a mail code?
Prospect search
What would you search if you had questions about discounts?
Discount guidelines
Where do you find Terms and Conditions?
By clicking on the plan and scrolling down to the benefits
What are the media type options? Name 3
S- Solus
P- Post card
X- Cross sale
W- Win back
N- Web to Phone
K- Call in or no mail code
U- Upgrade
Y- Product of the month
M- Off bill mail code
What are spots 14 and 15 in a mail code?
The state the CX is in
What two states on the quiz are we unable to give a discount to?
FL and TX - however TX does allow discounts now.
Where would you find the authorized user information, discounting guidelines or email scripting in streamline?
References section on the main page
A customer declines adding an authorized user. What should you fill out in the Authorized User field?
N/A