Locating An Account Using A Name
Tango Step by Step Guide: Searching for an existing account with name
When locating an account by a name ask the customer “What is the name on the account with us?”
Tip You don't have to enter the full name into Gaiia to find an account if you enter the first name and the first few letters of the last name it will pull all customers that match that search, you can then narrow down your search and locate your customer easier.
Click the search bar in the upper right and then type the customers name.
Example is searching for Intellipop account
You will notice a few accounts pop up, this will help you narrow your search as you enter more information into the search bar.
Always verify the address before opening the account, the address can be seen below as well. Never give the customer the address always have them verify it for you.
Can't find the account still, ask “Could the account be under another name?”
If still unable to locate the account try searching for the account Using An Address
If you can't fin an account with a name and address ask “Is Intellipop your internet provider?” Sometimes people will call the wrong number.
Click here to go back to the phone call tree