WorksheetsRPC & 3RD PARTY CONTACT
Total questions: 11
Worksheet time: 4mins
What information should we ask to the customer before passing the phone over a 3rd party?
Full name and email
Full name
Address
Select the right steps for an outbound call. (more than 1 answer is correct)
Verify name
Verify financials
State MRD
Verify email
We must not ask for authorization from the customer when a 3rd party appears during the call.
TRUE
FALSE
NOT SURE
What kind of payment can we take when a 3rd party calls us to pay? (IBC where we have no contact with the customer)
CT payment
Promise to pay
PDCT
VT payment
What kind of information can we give to a 3rd party that call us to make a payment (IBC)?
The expecting clearing date
Limitations and OCA
RFD
None of above
What are the steps when a 3rd party joins the call after the customer authorized it?
We stated MRD, introduce ourselves and Paypal, ask the email, and proceed with the call.
We stated MAD, ask the name of the 3rd party, and proceed with the call.
We stated MRD, ask the email of the 3rd party, introduce ourselves and proceed with the call.
We stated MRD, introduce ourselves and Paypal, ask the name of the 3rd party, and proceed with the call.
What woul be the dispotion for an IBC with a 3rd party that processed a payment?
3rd party, left message.
3rd party, schedule callback.
3rd party, funds processing.
3rd party, payment arrangement.
What is the process for an IBC when a 3rd party calls us to pay? (more than 1 answer is correct)
We requests the 3rd party´s full name
We requests the financials of the account.
We requests the email on the account.
We requests the address on the account.
We asked the amount the 3rd party wants to pay.
We should openly ask customers/3rd parties for the email, that we are going to place int the VT platform.
TRUE
FALSE
NOT SURE
How many times should we state the MRD and in what kind of scenarios?
1 time, for the verification process.
2 times, for the verification and 3rd party join the call.
2 times, for the verification and at the end of the call.
Every time the phone is handed over to a different person.
Should we state the name of the 3rd party once she/he joins the call or should I ask it?
We must ask the name.
We must state the name.
None of above.
