General Knowledge
Call Procedures
Kensho
Client Preferences
200

This call type includes both Operated Assisted Dial-ins and a Registration link sent to the arranger.

What is a mixed call?

200

This is when your bridgelink(s) should be registered.

What is the day before your call(s) during pre-event checks?

200

When booking a TRANSCRIPT ONLY call for a webinar, this is the product you will select in HubSpot.

What is "Transcription Services?"

200

Name a company not allowed on any of our calls.

What is ReOrg/LoansIntel/Aggredium/Findox/9Fin?

400

This is the channel you should reach out to if you need to get CS/Prod's attention on a case/call.

What is nrs-cs-chat or nrs-prod_cs-chat?

400

This is where you can find replay stats for phone only replays.

What is CC replay?

400

These are the three priority types for Kensho transcripts.

What are High, Medium, and Low priority?

400

For JP Morgan Syn Loan calls, this should be CC'ed always.

What is the DCM email?

600

This is the first thing you should do when replying to a Q4 email.

What is CC q4events@q4inc.com?

600

If a client wants all lines to be unmuted in a call you would press this button to open all lines at once.

What is the "Loud" button?

600

When uploading your audio file to CC Replay after your call concludes, your context box should include these 3 pieces of information.

What is the CALL TITLE, SPEAKER NAMES, and TURNAROUND TIME.

600

When booking a Bank of America call, you do this in WMT

What is adding the blocklist?

800

This is who you reach out to if a speaker is stuck in a Zoom webinar as an attendee.

Who is anyone with an ISV account (Jennifer, Meghan, Bethany)?

800

This change was made to the bridgelink procedures when Simulive calls became active.

What is making the bridgelinks loud before the introduction?

800

When sending an email to Kensho for a human transcript, this new email should be associated with these 3 HubSpot entities.

What are the Deal, Ticket, and Event?

800

Jill LaVorgna with Deutsche Bank ECM would like this service turned on for all calls going forward.

What is Live Streaming?

1000

MGM amendments should made to these 2 places.

What is SMT (dashboard) and Event Hub.

1000

In addition to any presenters for the call, this person should registered whenever presenter control is enabled for a call.

Who is myself?

1000

Before adding the logo to a human transcript, this is where you should upload the original file.

What is the HubSpot case?

1000

These 3 companies require verbal disclaimers on their conference calls.

Who are JP Morgan Research, Antares, and BofA?