Nesting - Week 2

Which Slack channel should CSEs use to post questions to the Shift Leaders?

• exness-support-announcements

• exness-customer-support

• sos-docs-tag-removal

• sos-assistance-hub

We can check who the client's Account Manager is from Salesforce.

• True

• False

• Only for High-Value Clients

To escalate a case to the specialist department, I need to change the case status to​ ​ (a)  

• Assigned
• Requested For Information
• Assigned Externally
• Compliance Action Required
• Support Action Required

Which circle leads to the option of refreshing the displayed opened case?

• 1

• 2

• 3

• 4

Match each process with the suitable platform:

• Backoffice

• Escalate Final Tag Removal Request

• Confluence

• Track Related Cases

• Salesforce

• Checking Change Partner Procedure Steps

• Slack

• Checking client's Crypto Addresses

• Personal Area

• Request VPS

We need to create a case number when assisting a client with partner change.

• False

• True

• A case number is only necessary when there is an issue with the initial process.

The Copy Coefficient will get recalculated for the investor's orders when the strategy provider ​ (a)   , or​ (b)  

• makes a deposit/internal transfer
• at the end of the trading period
• makes a withdrawal
• stops the strategy
• terminate the account

Which one of these is NOT mandatory to be added to the Termination Salesforce post?

• Last trade activity

• Partnership level

• Bonus Program

• Client's UID

What is the withdrawal issue that the client is facing here?

• Limit reached.

• Withdrawal bounced back.

• Declined by Antifraud.

• Cancelled by customer.

The steps to check previous Change Partner requests for a client on Backoffice:

​ (a)   > ​ (b)   > ​ (c)  

• Partner tab
• Change Partner
• Filter
• Open User's Partner area
• Partner action
• User Info