Untitled Note

By: Anonymous12/2/20222 views Public Note
FOR QUICK QUESTIONS ISSUE: UID: FOR RESOLVED CASES CASE #: ISSUE: ISSUE RESOLVED: Y SURVEY SPIEL: Y/N Customer Name: Loonie UID: 62842474008 InContact ID: (916) 418-4262 Extension #: 101 Best callback number: (916) 418-4262 Email address: lonniehood@robinhoodfinancial.net Customer's preferred callback time (with timezone): Admin: yes Account Verified: yes Issue: The new customer needed to know how to answer a call in the RC app and how to set a greeting. Troubleshooting: steps on how to check it in the admin portal provided. Recap: Yes Support Site provided: Yes Survey Spiel: Yes

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