Who is the authorised point of contact for security deposit agreement queries?

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• How should an agent handle a client’s security-deposit payment—and what if the deposit is wrongly settled?

  ⚡Quick answer • Correct handling: Do NOT settle any amount received as a security deposit. Instead, raise a Zoho CRM ticket (Payment Tracking) so the Accounts Team can record and manage the deposit. Advise the client to pay by NEFT, RTGS, or IMPS; ...

• Can a client get their security deposit amount adjusted with their services?

  ⚡Quick answer - Yes, a client can get their security deposit amount adjusted against their consumed services. The following process must be followed: Written Confirmation — A formal written confirmation from the client is mandatory, authorising the ...

• Do we accept cash from the client against a lifetime plan/security deposit?

  ⚡Quick answer - No. We do not accept cash from clients against a Lifetime Plan/Security Deposit. The only accepted mode of payment for a Lifetime Plan is Bank Transfer

• How should I address customer queries and calm an irate customer?

  ⚡Quick answer - Always respond to every inquiry with accurate, thorough information. If you don’t have the answer, schedule a follow-up call and make sure it happens. Never ignore the question or promise a callback you won’t keep. When a customer is ...

• How does MyOperator generate and send invoices?

  ⚡Quick answer - • Invoices are system-generated only after a payment is settled. • No invoice is ever issued in advance, nor can its date or month be altered by request. • Special cases:– Lifetime Plan/Security Deposit → “No invoice”; an Agreement is ...