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Tag: CX
Can the CX Team Add Comments in the Customer Service Tool?
September 22, 2022
October 3, 2022
Customer Experience
,
Standard Operating Procedures
,
Zelle
,
Bill Pay
,
CST Customer Service Tool
CX
,
CST
,
Customer Service Tool
,
Comments
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
Can CX representatives Add/Change Anything for the Client in CST?
September 21, 2022
October 3, 2022
Customer Experience
,
Standard Operating Procedures
,
Zelle
,
Bill Pay
,
CST Customer Service Tool
CX
,
CST
,
Customer Service Tool
,
Add
,
Change
Can a CX Representative Manually Add a New Funding Account in CST?
September 21, 2022
October 3, 2022
Customer Experience
,
Standard Operating Procedures
,
Zelle
,
Bill Pay
,
CST Customer Service Tool
DBO
,
CX
,
CST
,
Customer Service Tool
,
Manual
,
Funding Account
,
New Funding Account
Can the CX Team Make Changes in the Customer Service Tool?
September 21, 2022
October 3, 2022
Customer Experience
,
Standard Operating Procedures
,
Zelle
,
Bill Pay
,
CST Customer Service Tool
CX
,
CST
,
Customer Service Tool
Once the Check Order/Reorder ticket is created – How is the Check Order/Reorder Processed?
September 13, 2022
September 14, 2022
Customer Experience
,
Standard Operating Procedures
Ordering Checks
,
Checks
,
Check Order
,
Pipeline
,
Status
,
DBO
,
CX
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