Red Dashboard
What information input does Red Dashboard need to populate any info pertaining to cx
Deal Number/ Order Number
True or False
A Person Profile and Order are the same thing?
False!
You can not see cx specific order details in a person profile, you can only FIND the Order you need.
What website do I use to send forms?
Pricing Website (also known as V4)
How much is the annual fee?
$0
True or False
I can see my commission report in Red Dashboard
TRUE!!
When I have activated and order and I need to get an invoice complete what PIPELINE AND STAGE do I put it in?
Pipeline: Activations
Stage: Activated & Invoicing
Do I need to do a fraud check for cx getting Multiple Devices that are all new CTNs (not porting)
Yes, absolutely!
How many Roam like home days are there?
5 (for the whole account)
Where do I find the CX identification?
with order number
If the cx Shipping address is different from their billing address, what form do I send the cx?
Fraud Check Additional Proof
True or False
ALL QC orders that are NAC need to submit an Image of their Photo ID
True!
Is the Mastercard a separate credit evaluation from wireless?
Yes! it is another credit eval, that is a hard check
How do I find a CX order in Pipdrive?
Follow Request - Order Number
( Or if they don't know it I can use their email address to find the person profile the order is linked to )
When I send a Down Payment form;
What should be included when I calculate " total monthly cost"
What form do I send if cx has NOT provided us Proof of Employment (POE)
Proof of Employment
Can we offer the Rogers Mastercard on Outbound calls?
No, this is against Canadian Laws
Where will the Cx image of their Drivers license or Proof of Address Populate?
How long do the Down Payment links last for the cx?
They expire after 2 Hours
It is okay to place and order for an authorized user ?
Never- Always need to place the order with an account holder
What % of Cashback can the cx get on Purchases in US dollars?
2% or 3% (Dependant on card type)