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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
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

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

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

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

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

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

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

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

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

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

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

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

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

What Priority are Check Order/Reorder Tickets in HubSpot?

September 13, 2022
September 14, 2022
Customer Experience, Standard Operating Procedures, Hubspot
hubspot, Ordering Checks, Checks, Check Orders, 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, Standard Operating Procedures, Horizon, Hubspot
failed/pending enrollment, horizon, hubspot, verification, information matches
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