WorksheetsTransfers
Total questions: 18
Worksheet time: 9mins
Can you transfer to CS Tier 2 if the customer is not home?
Yes
No
Can you transfer process a Move option if the customer is not passcode verified?
Yes
No
Yes, if the contract signer is the one calling in
What department handles disputes where customer claims DTH rep promised buyout of previous alarm agreement and buyout is not reflecting on Vivint account?
TS
Account Service
Gift Card Fulfillment
NIS
What department handles pre and post install surveys?
NIS
CL ROR
ACS
ATS
When should you transfer to billing/collections? (Select all that apply)
The customer was cancelled due to non-payment
The customer wants to go on a payment plan to catch up
The customer doesn't understand their invoice
The customer is waiting on a refund
Where should you transfer if a customer is still getting billed after cancellation at the end of their contract?
CL EOT
CL ROR
Billing
Account Services
When should you transfer to ACS? (Select all that apply)
If the customer has questions about the cell maintenance fee ($1.48 charge)
If they have a charge to dispute
If they want to purchase a system
If they want to create another login on the app
If a customer is within term and wants to upgrade their cameras, where should you send them?
Upgrades
Moves
ATS
CL ROR
If the customer is moving and looking to transfer their service to the new home owner, which department should you transfer to?
Moves
Upgrades
Sales Team
Retention
If a customer requests to speak with a supervisor 1 time, do you escalate that call?
Yes
No
Which calls can you transfer to Billing/Collections team? Select all that applies
The customer is looking to make a payment
Customer has a bill that is 31-120 days past due
Account written off due to non payment
Customer experiencing financial hardship and need help with getting their bal caught up
True or False: You can blind transfer a customer to the Monitoring team when attempting to cancel a dispatch
True
False
What department creates new accounts for customer that want to get Vivint?
Account Creations
CL ROR
NIS
AMI
What department handles RMR changes or account changes related to an Opportunity?
Account Transfer
Opportunities
Strategic Business Development
Upgrades
What department handles Home Damage claims?
Exception Review
Claims Resolution
Account Services
1 Stop
Which third party providers are the main finance providers for Vivint? Select all that applies
Citizens
Chase Bank
Fortiva
Wells Fargo
Which internal department handles time off requests and permanent schedules changes?
Workforce Management
Service Desk
Billing Data CleanUp
Human Resources
Customer recently moved into a home with a vivint system. They have no contact with the old home owners. Where do you transfers?
Account Creations
Moves
NIS
CL ROR
