Lunch & Learn (CRM)

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| By David Rowley
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David Rowley
Community Contributor
Quizzes Created: 5 | Total Attempts: 1,087
Questions: 10 | Attempts: 199

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Lunch & Learn (CRM) - Quiz

CRM Trainingabc


Questions and Answers
  • 1. 

    What status does a number have to be added?

    • A.

      NUM 1

    • B.

      NUM 2

    • C.

      NUM 3

    • D.

      NUM 4

    Correct Answer
    C. NUM 3
  • 2. 

    Where can you find an FOC date?

    • A.

      In the description area of a number ticket.

    • B.

      In the comment area of a number ticket.

    • C.

      In the solution area of a number ticket.

    • D.

      In the custom area of a number ticket.

    Correct Answer
    A. In the description area of a number ticket.
    Explanation
    You can find an FOC date in the description area of a number ticket.

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  • 3. 

    True/False EQP 5 means we have the tracking information for any purchased equipment.

    • A.

      True

    • B.

      False

    Correct Answer
    B. False
    Explanation
    The statement is false because EQP 5 does not mean that we have the tracking information for any purchased equipment. EQP 5 is a code or identifier that represents a specific category or type of equipment, but it does not indicate whether or not we have tracking information for that equipment.

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  • 4. 

    Check all the different locations you can find the assigned sales rep or channel rep.

    • A.

      Account Information

    • B.

      Number Ticket

    • C.

      Description Information

    • D.

      System Ticket

    • E.

      Contact Information

    Correct Answer(s)
    A. Account Information
    C. Description Information
    E. Contact Information
    Explanation
    The correct answer includes Account Information, Description Information, and Contact Information. These are the different locations where you can find the assigned sales rep or channel rep. The account information would provide details about the assigned representative, the description information might include information about the rep, and the contact information would have the necessary contact details to reach out to the assigned sales or channel rep.

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  • 5. 

    True/False Customer Service closes number tickets. 

    • A.

      True

    • B.

      False

    Correct Answer
    B. False
    Explanation
    Customer service does not close number tickets. Instead, customer service representatives address and resolve customer issues or inquiries through various channels such as phone calls, emails, or live chat. The tickets are usually closed by the customer service representative once the customer's concern has been resolved or the issue has been adequately addressed. Therefore, the correct answer is False.

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  • 6. 

    What status is a setup done at?

    • A.

      SYS 1

    • B.

      SYS 2

    • C.

      SYS 3

    • D.

      All of the Above

    Correct Answer
    D. All of the Above
    Explanation
    The correct answer is "All of the Above" because the question asks about the status of a setup done at different systems, namely SYS 1, SYS 2, and SYS 3. Therefore, the setup can have a status at any of these systems, making all options valid.

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  • 7. 

    True/False The CID can be found in the Solution section of the Number ticket. 

    • A.

      True

    • B.

      False

    Correct Answer
    A. True
    Explanation
    The CID (Customer Identification) can be found in the Solution section of the Number ticket.

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  • 8. 

    If a customer calls in asking what they bought where can you find that information?

    • A.

      Customer Information

    • B.

      Attachments

    • C.

      Description

    • D.

      Solution Information

    Correct Answer
    D. Solution Information
    Explanation
    Solution Information is the correct answer because it is the section where the details about the products or services that the customer has purchased are stored. It includes information such as the name of the product, the date of purchase, the price, and any other relevant details. By accessing the Solution Information section, the customer service representative can quickly retrieve the necessary information and provide the customer with the details about their purchase.

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  • 9. 

    True/False You can comment on the Number ticket to get more information about that ticket.

    • A.

      True

    • B.

      False

    Correct Answer
    B. False
    Explanation
    You cannot comment on the Number ticket to get more information about that ticket.

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  • Current Version
  • Mar 20, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Apr 02, 2014
    Quiz Created by
    David Rowley
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