Ticket Workflow Mastery Quiz

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Questions and Answers

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?

  • 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?

  • Follow-up with the Member
  • Load an alert (correct)
  • Contact the Merchant
  • Send/Request batch email

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