Support Picklist Training

What are the 3 Case Types?

(Select all that apply)

• Construction

• Internal

• Builder/Borrower

• Contractor

• Lender

What are the two main drivers of the picklist?

• Client Issue

• Case Type

• Issue Details

• Case Type Issues

How many different Issue Details are there?

• 450

• 190

• 2,500

• 5

What are the next best steps when you're unsure on the categorization of the picklist?

• Leave it blank

• Issue Details >

  "Ask Maddie"

• Guess and move on

• Issue Details >

  Spam

Which dependency is required when creating a ticket?

What should the Case Status be for a Spam or Phishing case?