What information do you need to provide your customer before transferring them?
A Your full name
C
D
Their AuthID
Their case number
Your callback number
Turbotax
A few pieces of information that you may need to provide to your customer before transferring them are:
- Your full name or the name of your company
- Your position or role in the company
- The reason for transferring the call (e.g., the specific department or person they need to speak with)
- The estimated wait time for the transfer, if applicable
- Instructions on what the customer needs to do or expect during the transfer (e.g., staying on the line or entering a specific extension)
- Your callback number, in case the call gets disconnected or they have further questions.