WorksheetsSC June PKT
Total questions: 20
Worksheet time: 10mins
If the item in the BSU order is in a complete-publish status and the BA is requesting to cancel the item and upgrade to a Dex item? How can SC help?
Rehandle the BSU order, cancel the FYP item, add the Dex item, and send the mid-cycle form
Create a new order, cancel the FYP item, change the FSD date and add the Dex item
Create a new order cancel the FYP item, change the FSD date, add the Dex item and send the mid-cycle form
Send an email to the BSU Team to cancel the item and complete the upgrade
Proof changes can be made to a late work order without approval when a book has reached the 2nd day of online book view date ? True or False
True
False
BA is calling in to resume a disconnected LN for the ABC2 book? How can SC help?
Send 1396 form to LMT team and keep case in escalated
Take approval from project team and disconnect listing in KGEN
Tell BA to contact their telco
Take information from the BA and contact Telco on the BA's behalf
Where can you update OLM information ?
Client Portal > OLM Dashboard
Thryv OOET
Customer's Thryv Dashboard
Vision
True or False. Local BA's can sell or renew print and digital products to BNI clients
True
False
Listed TN's are being replaced with the CTN for free and paid listings in both yellow and white pages. Yes or No?
Yes, for both free and paid listings in yellow and white pages with some exceptions
No for only paid listings for yellow and white pages are impacted
No, for only free listings for white and yellow pages are impacted
None of the above
Once the thryv toolkit is added. Does it make our thryv websites ADA complaint ?
Yes, this product add on is what makes the website complaint
No, it simply makes it more easily viewed by a wide audience
True or False. The forecasting fields in an opportunity can be updated anytime by a BA.
True
False
BA is upgrading from a Thryv sync to a Thryv professional. Does the BA require the on-boarding deposit of $250?
No, the client already has a thryv and they are simply upgrading it
Yes, going from a sync to a thryv would require the onboarding fee
BA wants to cancel sertifi contract. How can SC help?
Create case, fill out template and send it over to SC-Personiv
Cancel the contract in the quote
Create WI with sales triage
Only the client can cancel the contract
BA published an order(completed published).Digital item is in contract. The rate on the item was suppose to be $125.00 however the rate override was not applied so the customer is being billed $200.00.
How can SC help the BA ? ( Select the correct answers )
Transfer to client care to file a claim to get the rate adjusted down
Rehandle the original order and change the rate on the item
Create a new order, cancel the item and replace with same item with revised rates, no mid cycle required
Mid cycle with a new order, cancel the item and replace with the same item with revised rates
Where can we check when an account was assigned to a BA accurately?
Product Tracking
Matrix
Media Products
kGen>Products>Control tab
BA is calling in as he published an order and wants to know how can he split the sale 50% ?
Submit a split sales request
Both the BA's need to work on the same order
A BA cannot split a sale
Assign the products in KGEN to both the BA's
BSU renews fYP migrated items and creates an order (in fulfillment). BA wants to cancel those items immediately, how can SC help?
Re-handle order, cancel items, send mid cycle form
Re-handle order, cancel items and email SA to BSU contracts
Re-handle order and cancel items , no mid-cycle form required
Just email SA to BSU contracts
Digital tem has boosted in. BA creates an order to renew the digital item. Order is in 'in fulfillment' status.
The rate on the item is suppose to be $200.00 however the rate override was not applied
BA is calling in if the price can still be adjusted on the order. How can SC help?
Transfer to client care to file a claim to get the rate adjusted down
Mid cycle with a new order, cancel the item and replace with the same item with revised rates
Re-handle the order and change the rate on the item
Create a new order, cancel the item and replace with same item with revised rates, no mid cycle required
BA wants to change the category on a live in contract YPC Premier listing. How can SC help the BA ?
Rehandle original order and the change category in the quote
Update category in the business profile
Create new order, cancel existing item , add same item and send mid cycle form
None of the above
Where would you look to see what book MZH2 consolidated into?
ECMO
KGEN
Prezpro
Client Portal
Where can we check the availability of limited inventory digital items?
Primo
Prezpro
CP3
Client Portal
Select the right answer. The online book view start date for Denver Yellow ( DNVY ) book, State Code - CO is :
07/27/2020
07/28/2020
07/17/2020
07-10-2020
Which would we NOT need to check before escalating a DSS issue?
Account is Query Free
When the Product was closed
DI for copy of SA
Pull Qtool Report
