Archive for the Conference Call Account Category

Custom this, Custom that

Customer - large retail chain - requested specific PINs for all their stores for easy tracking on conference calls. I have been emailed a list with the stores & corresponding store numbers. They want the store number to be part of the PIN.

This can easily be setup. If fact, we can add a customer access number and prompt for you at no additional charge. If you would like, we can print custom cards for your individual store(s)/location(s).

Want more info? 1.800.989.9239

Need to update a contact on your account?

Customer called in to request assistance with updating her saved contacts.

To edit your saved contacts, go to your Contact Manager, click on the contact, then click the Edit button.

Need more help? 1.800.989.9239

Updating your account

Customer called in to update billing information & to add a new contact.

To update my billing/credit card information:
-Go to the ‘Account’ tab and click on ‘My Account’
-Click ‘Edit’ in the right corner
-Scroll down to ‘Credit Card Information’ and update
-Click ‘Update’ at the bottom of the screen

To add a contact:
-Go to the ‘Account’ tab and click on ‘My Profile’
-Click on the ‘Contacts’ option located just above your e-mail address
-Click on ‘Add Contact’ located under the heading ‘Contact List’
-Enter the information of the person you would like to add
-Click ‘Add Contact’

Need help?  1.800.989.9239

Making Changes to your Account

Customer called in to update his billing information. He also asked how he could add new users. I walked him through the process on his online account. He was pleased to have many options to modify his account.

Adding Users Blog Entry

Changing billing/credit card info :
*Go to the ‘Account’ tab and click on ‘My Account’
*Click ‘Edit’ in the right corner
*Scroll down to ‘Credit Card Information’ and fill in the appropriate info
*Click ‘Update’ at the bottom of the screen and you’re billing information will be automatically updated
For more information, call 1.800.989.9239

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