Verification
Under what tab in Salesforce do we verify our customer?
What is Contacts
This type of call is a networking issue, commonly fixed by running the database server manager, restarting the server, or following PPSD.
What is H202
This is the tab that shows a customer's past orders, order numbers, and the total purchase amount
What is Orders
This button allows you to find product information like License number, product number, AUTH ID, and cache.
What is control + 1
Part of the call flow is that we get an understanding of the customer's issues. Normally by asking the "who, what, when, where, and how" questions.
What is Identify
This verification can answer simple "How do I" questions.
What is Level One Verification
What is verify and rebuild
When getting a ghost call or could not assist the customer we would toggle to this case closure.
What is internal
This is a non-posting transaction that can be created for information purpose only
What is an Estimate
This is the acronym that we follow during call flow.
what is IDEAL
This verification can fully assist the customer, with the exception of billing, adding users, and major company changes.
What is Level Two Verification
This common error happens when you can't open a company file. This error can happen on both local and network setups. This error usually has 3 or 4 more digits following this error.
What is -6000
What is FAE Billing Tool
What is a Quickbooks User?
Anyone in Quickbooks.
These keywords must be included in your closing statement: __________, __________, __________, __________, and __________.
What is Resolve, Survey, Intuit, QuickBooks, and Desktop.
A contact that has full access to change billing, add/remove users, and can make major company changes.
What is Primary Contact
This hub is a launchpad for the tools you’ll use to fix customer's issues. Each tab has a set of tools to help with different types of problems.
What is Quickbooks Toolhub
This tab can look up customer accounts, find product entitlements, search license numbers & customer account numbers.
What is License
What is a Intuit User?
The amount of people that can log on at the same time
What is Thank you for calling Intuit QuickBooks Desktop, My name is _________ who do I have the pleasure of speaking with?
The customer's not got enough information for verification you can __________.
What is Find the best help articles
What is Find a video tutorial
What is Answer Level 1 questions
What is Provide the case number for them to reference when they’re ready to call back
This feature is commonly broken and doesn't allow transactions to be pulled into their QuickBooks, most commonly fixed by deactivating and reactivating the feature.
(Error message: OL & OLSU)
What is Bank Feeds
The tool shows us broken users, confirms CAMPs login information, and confirms grants and AUTH IDS.
(This tool formerly could change an Intuit Password)
What is OII
Very common troubleshooting step that implements new features, critical fixes, and new essential features throughout the product.
What is Updates
The points you must cover in the glance disclaimer are ________________, ________________, and ________________.
What is to close anything private/confidential, remain at your computer at all times, and feel free to disconnect at any time.