PITNEY BOWES
When was the Covid19 fee waiver policy updated?
July 17, 2020
What does account status code 50 means? What article can we use as reference?
"Refund"
Article ID 670
What screen do we view the PP Rewards history? What is the article ID?
ICRH
Article ID: 231
If a potential client called and is ready to rent, lease, or purchase new equipment. What needs to be created and what is the Article ID?
Sales Lead
Article ID 238
Who is our Operations Manager?
Dinah Hernandez
What is the phone number of PB IT Helpdesk?
203-922-4444
On what screen should we add a TIN to a Postage by Phone account in Tandem and what is the Article ID?
CMUP
Article ID: 174
How much is the overlimit fee for the disclosure group PLUSMED1? What is the article ID
$39.00 - Article ID 37
Where do you queue a case if the client is calling about delinquent accounts that need attention from Collections? What is the article ID of your reference?
CS Collections
Article ID: 51
When is the next US holiday observed by PB?
November 26, 2020 (Thursday) - Thanksgiving Day
What information can you provide a client if their account has been assigned to a collection agency? What is the article ID?
File number, name and contact information of the collection agency.
Article ID: 329
When can we waive the EFT fee? What is the article ID?
This fee can ONLY be waived if the EFT payment option has been re-activated by the customer and they have again assessed the $50.00 fee for the second time in the calendar year.
Article ID: 360
What does Chapter 11 bankruptcy type means? What is the article ID?
Reorganization of Assets - The company will need to be organized in a manner that will bring in profits to the company. The profits will in turn be distributed to the creditors until the debt is finished.
Article ID: 365
When a yellow yield sign appears after saving a new contact, what does it indicate? What is the article ID?
One or more of the required fields is not completed.
Article ID: 214
What is the name of our Client Service Manager (Onshore)?
Jolean Blomberg
Where can the client email the PP Credit Limit Increase Form if the fax number on the form is not working? What is the article ID?
PBBank.Admin@pb.com
Article ID: 372
On what screen do we order prepaid Postage by Phone deposit coupons in Tandem and what is the Article ID?
CMUP
Article ID: 196
Why cant we waive the finance fee? What is the article ID?
It is valid whenever the full balance due is not paid by the due date. The client has use of the product or postage without payment and has a billing cycle to pay for it. Pitney Bowes pays USPS/CDA on the client's behalf and collects from the client after the fact.
Article ID: 152
Where do we create task approval for Supervisor and what is the Article ID?
Open Activities Hyperlink
Article ID: 68
If you did not follow the proper hold procedure, where will you be marked down in your QA?
a. Communication Skills - Verbal Communication
b. Communication Skills - Actively Engage
c. Communication Skills - Call Flow
c. Communication Skills - Call Flow
What is the Library article for the security and verification process?
Article ID: 513
If a client would want to activate Purchase Power but their fund payment code is E, what do they have to do first? What is the article ID?
If the client wants to use Purchase Power, they would need to cancel their EFT prior to activating Purchase Power.
Article ID: 28
What are the common reasons for returned payments? What is the article ID?
Article ID: 30
What type of case should we open for payment research request for check/cheque payments, where do we queue it and what is the Article ID?
GAO Child case, Cash Application
Article ID: 209
What is the proper call in procedure as per Sitel COC?
Agents should call in WFM at least 2 hours before shift time.