Summary: Grab Bag Activity - Nh
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1 Toolbar And Tesla Layout
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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.
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