Red Dashboard
What information input does Red Dashboard need to populate any info pertaining to cx
Deal Number/ Order Number
True or False
A Person Profile and Order are the same thing?
False!
You can not see cx specific order details in a person profile, you can only FIND the Order you need.
What website do I use to send forms?
Pricing Website (also known as V4)
How Much is the Change Order Fee?
$50
Where will ALL Images (pdf) be uploaded for you to check
ie. CX photo ID or proof of address?
Red Wireless Dashboard --> Proof of Employment
True or False
I can see my commission report in Red Dashboard
TRUE!!
When I have activated and order an I need to get an invoice complete what PIPELINE AND STAGE do I put it in?
Pipeline: Activations
Stage: Activated & Invoicing
Do I need to do a fraud check for cx getting Multiple Devices that are all new CTNs (not porting)
Yes, absolutely!
Only if the cx order is Activated.
Uber customers can submit POE 2 ways. What are the 2 ways?
They can upload and Image of their Drivers profile or login via their Uber App.
Where do I find the CX identification?
with order number
If the cx Shipping address is different from their billing address, what form do I send the cx?
Fraud Check Additional Proof
True or False
ALL QC orders that are NAC need to submit an Image of their Photo ID
True!
What is the time frame the cx is eligible for Change order fee or for cancellation ( buyers remorse )?
1-15 Days
When a cx calls in, I need to verify the customer.
What are 2 verification questions I can ask?
First and Last name (must always be asked)
Plus any 1 of the other following;
- Postal Code
- BAN
- Email Address
- Address
How do I find a CX order in Pipdrive?
Follow Request - Order Number
( Or if they don't know it I can use their email address to find the person profile the order is linked to )
When I send a Down Payment form;
What are the 2 prices that should be combined when I provide " total monthly cost " to the cx
New device Price after Down Payment and the Price of the plan
What form do I send if cx has NOT provided us Proof of Employment (POE)
Proof of Employment
When does the 15 day count down start for a cx to cancel or change plan/ order (buyers preference)?
From the Day of activation
When speaking to a CAA Member, what will I ask them for as their " Proof of Employment"
CAA Membership Card Number!
They are not CAA employees they are Members of an organization.
Where will the Cx image of their Drivers license or Proof of Address Populate?
How long do the Down Payment links last for the cx?
They expire after 2 Hours
It is okay to place an order for an authorized user on a Rogers account ?
Never- Always need to place the order with an account holder
( up to trainer to approve and provide points)
Uber customers can submit POE with image of their Drivers profile or via Uber App verification.
What other company can submit POE the same ways?
SKIP The Dishes