MOVERS TEMPLATES.

Please follow this format for notes on the account.

 
***IB MOVERS & TRANSFERS***
NAME:
Identity of the Caller:
DPA Status:
Customer requesting to:
New Address:
Disconnection Date:
Install / Delivery Date:
Contact Type:
Movers Fee: Applied / Waived
Final Bill on OLD as seen on BE Screen:
Due Date on OLD as seen on BE Screen:
First Bill on NEW as seen on BE Screen:
First Bill Due Date on NEW as seen on BE Screen:
AGENT SIGNATURE: Dorothy Leonna Marie Salonga/Natanya Pennington/Foundever MNL


***IB MOVERS / DISCONNECTION***
NAME:
Identity of the Caller:
DPA Status:
Customer requesting to:
Resolution:
Disconnection Date:
Disconnection Reason:
EDF / 30days Notice Fee:
Final Bill as seen on BE Screen:
Due Date as seen on BE Screen:
AGENT SIGNATURE: Dorothy Leonna Marie Salonga/Natanya Pennington/Foundever MNL


***IB MOVERS / ACQUISITION***
NAME:
CALLER TYPE:  Account Holder / Third Party (Name & Relation to the ACH) / POA
DPA: Passed or Failed / Password reset done w/ ACH
REASON FOR THE CALL:
RESOLUTION / ACTIONS TAKEN: Must include details of the offer, contract length, package price (discounted and standard), one time charges and waivers if there's any, install / delivery date, rolling credits requested if needed / Credit check reference for ACQ sale
AGENT SIGNATURE: Dorothy Leonna Marie Salonga/Natanya Pennington/ Foundever MNL