Summary Grab Bag Activity - NH

A snapshot of the summary - Grab Bag Activity - NH

• 1 Toolbar And Tesla Layout

• When creating a new account, this icon should be selected.

  New caller wizard
• The information entered in this window will be saved in the History tab.

  Identify caller box/window
• This field lists the designated Sales Reps name.

  Territory code
• This icon is selected to enter a ticket into ServiceNow.

  Exclamation point
• The services sub tab of the _________ tab houses blocked products and services.

  Company
• This icon may be selected to retrieve the Identify Caller window.

  Phone/handset
• If a Billing Code is entered in the POCC field of a client account that information will appear on .

  All calls scheduled by that specific client
• List 2 ways in which a new client account may be created.

  New caller wizard and client>new
• When creating a new account, this option should always be selected in the How Heard field.

  In-house standard
• Name a reason why it is important to verify all information when setting up a new client profile.

  To avoid creating duplicate accounts, to ensure the clients information appears on their invoice correctly, etc.