Enter Title

TPV key Functions

100

You use this disposition if there is any detailed explanation between the seller and the customer 

 Unlock 

200

You wade it through exactly as it is written and match the customer's PACE

TPV script 

300

There are _______ as such you must take your time with each interaction to make sure the customer understands every part of their order. 

no time restrictions

400

The purpose of your role as a TPV specialist is to ensure that are orders are______ 

 legitimate or valid

500

What is the first piece of information you require from the sales rep which will determine the direction of the call? 

Zendesk ticket number

TPV System and Knowledge

100

What is the name of the system we use to verify orders? 

Saraplus

200

What is the name of the system we use to verify information sent by sales rep as proof

Zendesk

300

If the the ticket shows___ we cannot proceed with the order and the sales rep must update info accordingly.

URLS or LINKS

400

If the ticket does not populate any information, what are the two next steps? 

Approve the order and alert your supervisor 

500

Name two business types 

Corp, LLC, DBA

TPV Level up

100

When the verification was successful on the call and the customer confirmed everything correctly, We then say the order was _____ 

Approved

200

This part of verification is where is you confirm the correct information where the customer can be reached.

contact information

300

What do we regard as non-acceptable business cards? 

handwritten business cards 

400

Business cards, Facebook page and _____ are acceptable documents for sole proprietorship 

Business website screenshot 

500

The acceptable documents are the secretary of state, Open corporates and _________

Comptroller

TPV Level 2

100

If the customer walks away, the next step would be to___ 

Cancel the order

200

What is the 2nd reason why an order would be cancelled? (First reason - Incorrect information)

  A customer requesting a Spanish speaker

300

We select unlock if any of the following are incorrect: Product verification, Advanced payment and 

Monthly rate plan

400

We select cancel if any of the following information is incorrect: Business Name, Service address, Contact information, Telephone number and 

Email address

500

We select APPROVE if all of the following information is correct : Business name, Service address, Contact information, Telephone number, Email address, Product verification, Monthly rate plan and 

Advanced Payment 

TPV Level 3

100

This step is educating the customer on their bill and all other charges affecting the bill. 

First bill expectations 

200

Provides the customer with essential information to address any questions they may have after an order has been processed 

Call wrap-up 

300

This step is to ensure that the customer's business information is accurate 

Business Verification 

400

This step ensures that the business order meets the quoted standards and all lines are verified. 

Product verification 

500

This step ensures the customer understands the price of each rate plan on their account 

Monthly rate plan