Tools
What tool do we use to place orders and refunds?
Magento
What is the CCPA?
California Customer Privacy Act
How should we close a ticket with a customer with no information?
Closed > Ghost Contact
Which section will let you make adjustments to your report?
Customize
We can keep our Quicken files on OneDrive?
No
Engagements
What customers can request for a CCPA?
US customers
Where can we find the Open alerts in trendzact?
Dashboard
Which of the following report types have a "Cash Flow" sub-type? (Select Three)
How can we find all the quicken files on the computer?
Open Answer
Where in care console we can check the customer accounts?
Datasets > select the dataset > Accounts
What can CCPA GEN?
GEN00693
The Steps we took with the customer, if we did screenshare, if the issue was solved and the URL of the interaction
If a customer doesn't know which report to use, where should you suggest they start?
Easy Answer
How do you delete a Quicken File?
Right Click > Delete
What tool do you use to mark your work hours?
Purecloud
Does Quicken sell customer's information to other companies?
No
Where is the tool for us to see the screenshare?
Trendzact > Cowbrowse
What is the format of file to convert Quicken for MAC to Windows?
QXF
How to Restore a backup?
File > Restore a Backup
What tool do you use to answer your interactions?
Purecloud within Trendzact
What can CCPA Customers request?
Delivery of personal information collected by QuickenDeletion of their personal information
Why should we document our interactions? Mention the 3 reasons
1. Future agents
2. Customer confidence
3. Developers
What section includes a "Capital Gains" tax report type?
TAX, Investing
How do you delete a Quicken Dataset?
Edit > Preferences > Quicken ID & Cloud accounts > Cloud Accounts associated with this Quicken ID > Select the dataset > Delete > type YES