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Category: Hubspot

Customer Retention For CDs Phone Script

April 21, 2023
April 24, 2023
Customer Experience, CDs, Hubspot, Retention, CDs
CD Retention, CD Retention Script, Customer Retention, CD Customer Retention, CD Retention Phone Script, CD Retention Phone, Customer Retention Phone, Customer Retention Script, Customer Retention Phone Script, CD Customer Retention Script, CD Customer Retention Phone Script

Customer Retention CD Email Templates

April 21, 2023
April 24, 2023
Customer Experience, CDs, Horizon, Hubspot, Retention, CDs
email template, Retention, CD Retention, Customer Retention, CD Template, CD Email Template, Retention Email, Retention Template, Customer Retention Email Template, Customer Retention Email, Customer Retention Template

Customer Retention for CDs Overview

April 21, 2023
April 24, 2023
Customer Experience, CDs, Horizon, Hubspot, Retention, CDs
CD, Retention, Customer Retention, Customer

How Do I Create A CD Customer Retention Hubspot Ticket/Email Templates?

April 19, 2023
April 24, 2023
Customer Experience, Standard Operating Procedures, CDs, Horizon, Hubspot, Retention, CDs
CD, Retention, CD Retention Hubspot, CD Retention Email, CD Retention Template, CD Retention Script

Is there a statement for the Bitcoin Rewards?

March 29, 2023
April 18, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Horizon, Hubspot
NYDIG, Bitcoin rewards, monthly statement, Statement, weekly statement

Reset Invalid PIN attempts (Client Request & HubSpot Ticket

December 28, 2022
December 28, 2022
Customer Experience, Standard Operating Procedures, Hubspot
Invalid PIN, pin reset, wrong pin, Invalid Pin Attempts, Rest PIN Attempts

How does the CX Team track and document the client’s transaction dispute request?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Debit/ATM Cards, Money Market, Account Maintenance, Hubspot, MaxMyInterest, Disputes
Request, dispute, transaction dispute, document, track, CX Team, transaction dispute request

How do the CX Team track and document the client’s fee waiver request?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Complaints, Account Maintenance, IRAs, Hubspot, MaxMyInterest, Fee Waiver
hubspot, Request, fee, document, fee wavier, track, wavier, fee waiver request, CX Team

How to log an outbound call in Hubspot?

September 21, 2022
September 21, 2022
Customer Experience, Standard Operating Procedures, Quality Assurance, Hubspot
hubspot, Calls, outbound call, call log

When will we use the CX Retention pipeline?

September 21, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, Quality Assurance, Hubspot, CST Customer Service Tool, Retention, CDs
CD, Pipeline, CX, Retention, Retain
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