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WorksheetsHandling sensitve information on conference calls
Total questions: 10
Worksheet time: 6mins
If you a seller/caller tells you he/she is going to put you on speaker or someone else is going to join the call what should you do?
Hang up
Give the new person joining the call recording disclaimer
continue with the call as if nothing happened
Get consent from the account owner to continue with the call
If an employee (not an auth rep nor the owner) calls in and asks if he/she can call the owner to join in a 3 way call what should you do?
Inform them that since they called in you need to continue with the owner on a different call
Continue as if nothing happened
Hang up the call
Provide the owner the disclaimer stated on the "US/CA Verify sellers SFK
If you need to discuss P1 info on a conference call when the one who called in was not the account owner how should you proceed once you get consent from the account owner to continue?
hang up the call
Continue with the call since the disclaimer has been provided and you got consent from the owner
Tell the account owner he/she has to call in directly
continue the call just the the employee and tell the account owner he/she can leave the call
If you need to discuss P0 info on a conference call when the one who called in was not the account owner how should you proceed once you get consent from the account owner to continue?
Hang up the call
Tell the account owner you cannot continue on a conference call and ask him/her to call in directly to continue
Continue with the call as normal
Continue with the call just with the employee/auth rep
Can i disable a 2fa for a seller on a 3 way call with an employee?
YES
NO
Can i delete a bank account for a seller on a 3 way call with and employee?
YES
NO
Can i tell a seller how to subscribe for payroll on a 3 way call with an employee
YES
NO
If an employee calls the account owner to give you consent for helping them get his Square register working can you continue just with the employee?
YES
NO
Can i provide an employee (not an auth rep) info on how square for payroll works?
YES (without providing hints for an account)
NO (we cannot assist anyone but the owner or an auth rep with that info)
If you are on a 3 way call and you need to disclose P1 info but the seller did not accepted to give consent to continue discussing sensitive info what should you do?
Tell the seller you will need to hang up the call
ask the seller to tell the other parties involved to leave the call if he wants to continue
Tell the seller to call back later
Hang up the call without giving the disclaimer to any of the parties involved
