The customer is trying to figure out how to amend their most recent tax return. They are frustrated and confused and demanding to speak with a supervisor. What should you do?
Place the steps in order.
(To rearrange, hold and drag the tiles)
Update your case notes.
Provide the case number, your role, and reason for the escalation.
Contact your lead in the Slack Support Channel.
Leave the case open for the lead to add information.
1. Update your case notes.
2. Leave the case open for the lead to add information.
3. Contact your lead in the Slack Support Channel.
4. Provide the case number, your role, and reason for the escalation.