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Tag: hubspot

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

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

What are CX team members’ responsibilities when receiving transaction dispute requests?

September 23, 2022
September 26, 2022
Account Maintenance, Customer Experience, Debit/ATM Cards, Disputes, Standard Operating Procedures
Complaint, CX team members, dispute, hubspot, Request, responsibilities, responsible, transaction dispute, transaction dispute requests

How to log an outbound call in Hubspot?

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

Debit/ATM Card Email Template-Ordered Less Than 10 Business Days

September 16, 2022
September 20, 2022
Customer Experience, Debit/ATM Cards, Money Market, Standard Operating Procedures
ATM Email, ATM Hubspot, ATM Hubspot Ticket, ATM Template, Debit Email, Debit Hubspot, Debit Hubspot Ticket, Debit Template, email template, hubspot, hubspot ticket, Request Ticket

How Do I Create an ATM/Debit Card Request Hubspot Ticket?

September 16, 2022
September 20, 2022
Customer Experience, Debit/ATM Cards, Hubspot, Money Market, Standard Operating Procedures
ATM Card, ATM Card Ticket, ATM Hubspot, ATM Ticket, Card Request, Card Request Hubspot, Debit Card, Debit Card Ticket, Debit Hubspot, Debit Ticket, hubspot, hubspot ticket

What to Name a Check Order/Reorder HubSpot Ticket? Description?

September 14, 2022
September 14, 2022
Customer Experience, Hubspot, Standard Operating Procedures
Check Order, Checks, hubspot, Ordering Checks

What if a Client Emails Quontic and the Email Does Not Match what is in Horizon XE?

September 14, 2022
September 14, 2022
Customer Experience, Customer Tools, Horizon, Hubspot, Online Banking Portal, Standard Operating Procedures
Check Order, Checks, Emails, hubspot

What Snippets to Include in Check Order/ReOrder HubSpot Tickets?

September 13, 2022
September 14, 2022
Customer Experience, Hubspot, Standard Operating Procedures
Check Order, Checks, hubspot, Ordering Checks, Tickets

What Priority are Check Order/Reorder Tickets in HubSpot?

September 13, 2022
September 14, 2022
Customer Experience, Hubspot, Standard Operating Procedures
Check Orders, Checks, hubspot, Ordering Checks, ticket status check order, ticket status checks

How to verify customer information matches HORIZON vs OLB enrollment?

September 9, 2022
April 18, 2023
Customer Experience, Horizon, Hubspot, Standard Operating Procedures
failed/pending enrollment, horizon, hubspot, information matches, verification
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