| Salesforce | Solutions | Knowledge Base | Our Team | Company Wide |
|---|---|---|---|---|
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What is The Client Account Page.
Where can you find which CSM is assigned to a client?
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What is Agent Error/Quality Concerns
What type of tickets are sent to Solutions queue?
|
What is
Emergency Escalation with Zo Schedule Build with Jeff Job Type Failures with Chirayu Loggly Training with Noah JSON/Rooms and Issues Training with Jeff
Name at least 1 training we have had on "Training Thursdays" and with whom.
|
What is Meat, Cheese, Eggs, Dairy, etc. Vegan!
What is one thing Damien will NOT eat?
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What is Customer Success Manager
What does CSM stand for?
|
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What is when we are waiting for more information from a client.
When do we put a ticket in pending?
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What is Agent Name (copied from connect) and Interaction ID
What are 2 mandatory fields that need to be filled out before sending to solutions?
|
What is google drive
Where is the current knowledge base documents located?
|
What is the dancing penguin.
What is Jonathan's favorite emoji?
|
Who is Christian and Graham
Who manages the Live Services Team?
|
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What is 48 Hours
How long do we have to solve a P1?
|
What is connect and index.
Where are two places you can find a call recording?
|
What is google drive then admin console.
Where would we go to update zip codes?
|
What is Marvel
What are Noah's favorite type of movies?
|
What is to "Radically Improve Home Services"
What is HomeX's overall mission?
|
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What is Service Titan, Housecall Pro, SamPro, Successware, ESC, Servman
What is: Service Titan, ESC, Servman, Sampro
Name at least 3 FSM's we currently work with.
Name at least 1 FSM that is a 2-way integration. |
Who is Craig and Angele.
Who are the 2 QA specialists on the solutions team?
|
What is
1.) Check buffers in client dashboard 2.) Check old buffers in advanced scheduling 3.) Check availability sheet 4.) Check technician sheet
Name at least 3 troubleshooting steps we take if a client has no availability?
|
What is Pumpkin Chai Latte
What is TJ's favorite drink from Starbucks?
|
Who is Michael Werner
Who is our CEO?
|
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What is Reply to the client, Trouble shoot, Fill out the ticket entirely.
What are the 3 things we must do on every ticket before moving to a different queue?
|
What is
1.) Listen to the call 2.) Check escalation dashboard to make sure it is properly set up. 3.) Check emergency guidelines in connect and dashboard. 4.) If all above is correct--send to solutions as agent error. If anything was off, we make the proper changes.
A client complains that we didn't escalate an emergency when we should have. What are the troubleshooting steps we need to take?
|
What is 1444
What # line of code can you find the booking terms in console?
|
What is Summer
What is Ionela's favorite season?
|
Name at least 2 people in the HR department.
What email do we use to communicate with them? |
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