Salesforce
What are some of things we do in Salesforce?
email, cases, calls etc.
Can a client's passport information be found on the Egencia website?
Yes
In which browser and which zone do you open WBMI?
Internet Explorer in the Agent Zone
Name the 4 main roles
Self booker, arranger, approver, TD
What is GKB?
What are Soft Checks?
Double checking and confirming all the info in a booking with the client
What is Air Pending?
A failed booking
Can have all three arranger roles (arranger, guest travelers arranger or flexible arranger)?
yes
In which zone and browser do we open Salesforce?
Agent zone - Chrome
Is the change of a date for a booking a Hard Change or a Soft Change?
Hard change
AQH appears in which colour on the website?
Red
If the customer cannot access their account, or asks you to do it, which roles have the User Management rights to access and change a users profile?
TD, Manage users
Can you assign a case to yourself if someone is working on it?
No
What is a disabled profile deletion?
Disabled profiles will be auto-deleted after 12 months after the disable date. An email is automatically sent to he TM informing them of the profiles that will be deleted.
Where in WBMI can you change your POS?
In the top right of the website there's a blue button saying "Change Country"
Name the role: this role allows you to arrange for anybody in the company, without your profiles being linked. You will not have access to the travelers profiles or be able to amend them, unless they are assigned to you
Flexible arranger
What is Ingenius?
It's how we take calls in Salesforce
What is Egencia Connect?
This is where Egencia customers can collaborate with one another, discover best practices and more.
What is a No Delivery Run?
A Rule displayed in WBMI when the website couldn’t set the ticketing date
What is the name we use for customer accounts that are linked?
Alias account profile