Podcast
Play an AI-generated podcast conversation about this lesson
Questions and Answers
Which step should be taken after reviewing ticket notes?
Which step should be taken after reviewing ticket notes?
- Reach out to Sales and Production or Finance if needed
- Follow-up with Member
- Contact Merchant to resolve issue (correct)
- Document the ticket
When should a load alert be added?
When should a load alert be added?
- After following up with the Member
- After documenting the ticket
- After reviewing ticket notes (correct)
- After contacting the Merchant
What should be done if a client needs to be added to the watch list?
What should be done if a client needs to be added to the watch list?
- Follow-up with the Member
- Load an alert (correct)
- Contact the Merchant
- Send/Request batch email
