MDUI
Which Tab in MDUI will show that an account is locked?
HOST is used for what kind of account?
What is Mastercard?
What is the name of the group of scripted questions in Salesforce, that you will use to get the information needed during your calls?
What is Zingtree?
What is the main action you are able to perform for a customer in BillTrust?
What is processing a payment/check by phone?
What system is NICE integrated into?
Salesforce
Where can you view all posted payments on a customer account?
Customer actions / payment history
The blank screen function to login to HOST-A is what?
What is CESN?
Where can I see what other rebates and discounts the customer is eligible for?
What is WAIVERS AND OFFERS?
What is the name the customer sees when they log into BillTrust?
What is the Secure Payment Portal (powered by BillTrust)?
What 3 pieces of information are needed to track a card?
Last 4 digits of card number, date the card was ordered, cardholder first and last name.
Which tab will show you the Credit Limit on a customer account ?
Financial / current credit status
To pull up a card in HOST-A what blank screen function do you use?
Card=card #
At the end of every call, you need to close your case by doing what?
What is DOCUMENTATION?
What link in BillTrust is used to see if a customer's emailed invoice has been sent or received?
What is SmartTrak?
What is the tab in ATS that will show you an application status?
Application / track application
A customer wants to order a new card, what are the two things that MDUI requires you to put before you can proceed with the card order?
Vehicle number / Vehicle Description
What are the steps to update profile limits?
What is Cust(sp)cust ID/F6/06/F10?
Which version of Salesforce should a Fleet Advisor be using?
What is Lightning?
What document is available as a PDF in BillTrust?
What is Invoice/Customer Statement?
What is Compass/Idemia used for?
Tracking cards
A customer changed their phone number and they are locked out of Driven, where would you go to reset their security authentication ?
User maintenance / Reset MFA factor
What is the blank screen function to create a new CUST ID?
What is CUST Q?
Where can you see the monthly revenue in Salesforce?
What is SPEND?
What are the amount of digits in every American bank's routing number?
What is 8?
Which pieces of information do you need before setting up ICD access?
First & Last name
Codeword
Email address
Phone Number
Company Name