Match the reason with a corresponding Reason Detail for the Interaction. 

Virginia from ACT Dynos calls and requests information that you cannot provide immediately. You let Virginia know that her inquiry will require additional work. What action do you take in Upstream?

Sierra calls because she realizes that she assigned the incorrect role to her husband and needs to change the access right away. She searched in Help Center for the steps to change user access. Place the 6 steps she needs to follow in order to change a user's role. Note: If you cannot see the full answer, scroll horizontally to read.

Sort the following items into True or False based on whether they are included in the Company Details section of Flex. 

Match these commonly used resources with its description.

The My Schedule tab in Core Advanced shows what information?

Sort the following items into True or False based on whether they are included on the Company Summary screen. 

Julie, the owner of World Explorers Travel Agency calls because she will be adding a second location in another state. Current based in North Carolina, she plans to expand her business in Florida next month. Her North Carolina location is setup on Taxpay and she would like to do the same with her Florida location. She needs the POA that Florida requires. How would you code this call in Upstream? Sort the answers into the correct categories. 

You're on the phone with Dwight, the owner of Beets Juice Co. Dwight is awarding his employees with company gift cards. His accountant told him it needed to be reported through payroll for tax purposes. How would you code this call in Upstream? Sort the answers into the correct categories.