FYI
Call Flow
May the Salesforce be with you
Payroll
CopaNet
100

These are fire hazards within the call center. 

What are heaters?

100

Identify your name and _ in the greeting. 

What is ADT?

100

Required to log into Salesforce. 

What is OKTA?

100

This happens when you log into your PC. 

What is signs you into payroll? 

100

Summary of time: Includes total time used (unexcused/unplanned) and any buyback credits for working overtime.

What is Attendance?
200

Add your questions here. 

What is parking lot?

200

This is the ability to understand and share the feelings of another.

What is Empathy?

200

Use this to find phone numbers to transfer to. 

What is Phone List?

200

Each agent is required to confirm this daily/weekly. 

What is Sign-Off?

200

Use this to log into Copanet. 

What is user name and password?

300

Aux 1 is for this. 

What is break?

300

Customers should not have to _ information.

What is repeat? 

300

Use this URL when sharing a Salesforce link. 

What is Internal?

300

Notify these people if you make a payroll mistake. 

Who is your manager/trainer?

300

Documented conversations that are not corrective action. 

What are notes?
400

We don't accept these if you miss work.

What is doctor notes?

400

Daily Double!!!

Make the customer feel like a _ rather than a _. 

What is person and transaction?

400

Press this to bookmark inside Salesforce. 

What is star?

400

Do this when it's lunch time! 

What is logout?

400

Performance Reviews are completed this often. 

What is monthly?

500

Name one program Bobbie had to add a bookmark for this morning. 

What is: Some acceptable answers -
Payroll
Salesforce
WFO
Chudly
Mastermind

500

Agent should acknowledge all customer _. 

What is dissatisfiers?

500

Daily Double!!!

Name 2 panels.

What is: Some acceptable answers -
Safewatch 3000
QuickConnect/Lynx
Command
Ademco
DSC
Simon 2 or 3
Vista

500

Each day shows when you logged in/out of these 3.

What is Payroll, Schedule, and Phone?

500

These are used month over month to track your progress on areas of opportunity. 

What are game plans?