Account Management Week 2

1. To ensure clear communication--keeping the customers information well noted in the system includes:

Logging all contact attempts and communication with the customer.

Fully logging all commitment information.

Noting any new customer information.

All of the above.

The correct answer is "All of the above." This means that to ensure clear communication and keep the customer's information well noted in the system, all contact attempts and communication with the customer should be logged, all commitment information should be fully logged, and any new customer information should be noted. This comprehensive approach ensures that all relevant information is recorded and easily accessible, enabling effective communication and efficient customer service.

Explanation

The correct answer is "All of the above." This means that to ensure clear communication and keep the customer's information well noted in the system, all contact attempts and communication with the customer should be logged, all commitment information should be fully logged, and any new customer information should be noted. This comprehensive approach ensures that all relevant information is recorded and easily accessible, enabling effective communication and efficient customer service.

2. It will be necessary at times that you make phone calls and field runs on other routes' accounts.

True

False

The statement implies that there will be situations where making phone calls and handling tasks related to other routes' accounts will be required. This suggests that the individual may have to take on additional responsibilities or assist colleagues in managing their accounts. Therefore, the correct answer is True.

Explanation

The statement implies that there will be situations where making phone calls and handling tasks related to other routes' accounts will be required. This suggests that the individual may have to take on additional responsibilities or assist colleagues in managing their accounts. Therefore, the correct answer is True.

3. You want to place more focus on your 1-13 day late accounts, as opposed to you 14 day late accounts--in order to keep them from becoming that far past due.

True

False

To prevent accounts from becoming too far past due, it is important to place more focus on the 1-13 day late accounts rather than the 14 day late accounts. By prioritizing these accounts, you can address any issues or concerns they may have and take appropriate actions to ensure timely payment. This approach helps to minimize the risk of accounts becoming significantly overdue and potentially leading to further complications or non-payment.

Explanation

To prevent accounts from becoming too far past due, it is important to place more focus on the 1-13 day late accounts rather than the 14 day late accounts. By prioritizing these accounts, you can address any issues or concerns they may have and take appropriate actions to ensure timely payment. This approach helps to minimize the risk of accounts becoming significantly overdue and potentially leading to further complications or non-payment.

4. Check which information is important when accepting a commitment

Who you spoke with.

Date & Time they will be paying.

How much they will be paying.

When thier following payment will be due.

Repeating the information to the customer to confirm they agree.

When accepting a commitment, it is important to consider the following information: who you spoke with, the date and time they will be paying, how much they will be paying, when their following payment will be due, and repeating the information to the customer to confirm they agree. These factors ensure that there is clear communication and understanding between both parties involved in the commitment.

Explanation

When accepting a commitment, it is important to consider the following information: who you spoke with, the date and time they will be paying, how much they will be paying, when their following payment will be due, and repeating the information to the customer to confirm they agree. These factors ensure that there is clear communication and understanding between both parties involved in the commitment.

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