Toolbar And Tesla Layout

9 important questions on Toolbar And Tesla Layout

List 2 ways in which a Reservationist may provide a client with their Client ID or Password.

Leave a voicemail on the phone number listed in the clients account or using the template for emailing it to the email listed in the client's account

This is the preferred method for getting a new company setup when they would like to being using PGi services.

Transfer to inbound sales team or direct them to PGi's website

This is who you contact when a client calls to report their company name has changed.

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These are the steps for copying an address from one client profile to another.

Profile>copy profile from client, search for the client>check the information needed>ok

This button will allow you to make changes to a company or client profile.

Edit

This icon is selected to inactivate/reactivate a client account.

Plug

This information must be entered in the Reason Inactive field when canceling a client account.

Authorizing persons name, reason, first initial last name date

This is the definition of a Red Flagged company or VIP Client.

An account that may have had issues in the past

This information must be verified in order to proceed with a client's request.

Company name, moderators name, phone number/email/physical address

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