Calling Procedures

Updating Account Information
Step 1: Confirm all contributors on the Listing. Only remove non-active accounts from the record if the partner requests it (users with Viewer permissions...
Wed, 21 Apr, 2021 at 11:34 AM
Outbound Calling - No Active User on the content
If an ATIS Listing does not have an active user listed on the account and does not fit within one of the exempt categories, the agent will be required to re...
Wed, 28 Apr, 2021 at 8:53 AM
Inbound Calling/email Checklist
Partner Contacts the Contact Centre by Phone Thank you for calling; what can I help you with today? Step 1: Start with looking up the user account i...
Wed, 28 Apr, 2021 at 9:04 AM
Outbound Calling - Active User Content Update Procedure
Before Contacting the Partner Step 1: Open listing; look at any notes on the file and go through the partner’s website to determine what Listings/Events...
Wed, 30 Mar, 2022 at 1:40 PM