Slack
What Channel do you use to Claim a POB?
What is Switchboard?
What tab do you click if you need to enter a meal Tab?
What is expenses?
What status do you change to in order to take calls?
What is Ready?
What three statues do we in Customer Service change?
What is New , Contact attempted, and Pitched/unqualified.
What qualifies a transfer?
What is unfiled tax years and/or owe the IRS more than 5k?
What is it called when a closer gets three closed deals?
What is a turkey?
What is Edit TimeSheet?
What do you click to see your future appointments?
What is My Appointments?
What is the channel you will post in if the status bar is green in Fresh? Who are we tagging in slack?
What is Client-Operations. What is Client care?
What time do we stop transfers on Mondays?
What is 3:45 PST?
What do you do when someone closes a sale?
What is put your assigned emoji?
What tab allows you to view paystubs?
What is Paystub?
What must you do once you are off a call with a TP.
What is disposition?
What do you change once you claim a POB?
What is the Sales Owner?
What appointment is preferred in Calendly?
What is Round Robin?
Closers is where we post when we have a POB on the line?
What is Switchboard?
What tab do you click in Gusto for a day off?
What is time off?
What do you click as the disposition if the TP hangs up?
What do you copy and paste in Fresh when someone calls in?
What is the TP Email?
What must you do when confirming a TP appointment in Calendly?
What is confirm their timezone?
You will type "Be Ready" in switchboard when you have a live transfer from awaiting response.
What is False?
When entering you expenses what MUST you have?
What is Receipt?
What must you do once you connect a transfer?
What is copy URL for Tax advisor?
Should you call a client when the status is Investigation Ready, the appt status shows completed resolution, and activities show a call for that day in the appointment status field?
What is no?
What are the four leads that we call?
What is