Customer Connect Flashcards
View adjustment history (3):
- In Customer Connect
- Billing & Payments
- History
How to add Authorized user (3):
- Customer Connect
- Services
- Click on account number
- Add New under Wireless Authorized Users
Start every call with:
- Greet/ Ask Name
- Issue
- Verify CTN on account
- Verify Full Name on account
- Passcode (if applicable)
- BB Facts
How many passcode attempts do they get?
Three attempts at this:
If they can’t verify the passcode in CC:
Use OPUS to verify
When searching for a CANCELLED ACCOUNT:
Use the “DISPLAY ALL ACCOUNTS” toggle switch
Ho to change payment profile (3):
- Payment profile
- Down Arrow
- Edit
Always launch CC from:
Always launch this from the search bar.
At the end of the day (2):
Log out:
Softphone
CC
CC stands for:
Customer Connect Abbreviation
C360 Other Name:
Customer Connect other name
ACCOUNT SERVICE STATUS options (3):
- ACTIVE
- SUSPENDED
- CANCELED
ACCOUNT SERVICE STATUS is viewed where (3):
- ACCOUNTS & SERVICES tab
- LINES heading
- STATUS column
ADJUSTMENT HISTORY Is viewed where? (3):
- BILLING & PAYMENTS tab
- HISTORY tab
- CREDIT HISTORY heading
MANAGE AUTHORIZED USERS: (5)
- SERVICES tab
- WIRELESS heading
- Click on ACCOUNT NUMBER
- WIRELESS AUTHORIZED USERS section (right bottom)
- ADD NEW
AFTER ADDING AUTHORIZED USER
NOTE THE ACCOUNT with requester and person added.
REMOVE AUTHORIZED USER:
DROP-DOWN arrow next to the name of the authorized user.
If the caller is not account holder:
Have the caller VERIFY THE FULL NAME of the account holder before authentication
How many attempts do they get to authenticate?
3 ATTEMPTS
BANs are always:
7-15 NUMERIC DIGITS
Always speak to the ACCOUNT HOLDER to:
RESET PASSCODE
To get device IMEI have them dial:
*#06#
SSN stands for
SOCIAL SECURITY NUMBER
BAN stands for:
BILLING ACCOUNT NUMBER