CSR Daily / Weekly Tasks
- Check Extension payments in Authorize.net.
Apply successful extensions to Goal Form, apply payment on Hawksoft and close suspense.
Send text to declined payments using EXT DECLINED
- In Hawksoft, update Unmatched Documents
- National General ToDo List – Send text message to client letting them know to sign docusign sent.
Ignore: Proof of continuously licensed required, Annual Mileage