You have a chat customer who wishes to upgrade to Full Service. Before upgrading, what should you do to ensure a smooth transition?
A.Ask them to upgrade themselves while continuing the conversation on chat.
B.Advise them to upgrade after the chat is completed.
C.Introduce them to another TurboTax professional who will take them through the upgrade process.
D.Move them to a phone call as they will disconnect once the upgrade process is complete.
The correct answer is B. Advise them to upgrade after the chat is completed.
By advising the customer to upgrade after the chat is completed, you ensure that the ongoing conversation is not disrupted. This allows the customer to receive full support during the chat session without any interruptions. Once the chat is finished, you can guide them on how to upgrade and provide any necessary instructions or links to complete the upgrade process.