Advanced CRM Training Questions! Trivia

Writing down a customer's credit card number is not an acceptable practice when updating their credit card information. This is because it poses a significant security risk, as the written information can be easily accessed by unauthorized individuals and potentially used for fraudulent purposes. It is important to prioritize customer data security and follow proper procedures to ensure the confidentiality and protection of sensitive information.

The statement is false because a customer not liking the flood map provided by Fannie Mae is not a valid reason to credit the account with a flood map. Credit is typically given for valid reasons such as errors in the map or changes in the property's flood zone designation. A customer's personal preference does not qualify as a valid reason for crediting the account.

If a customer is receiving a blank map for an address, it indicates that there is no available information or data on that location. In such cases, it is reasonable to credit the customer a flood map as it can provide crucial information about potential flood risks in the area. This would help the customer make informed decisions regarding their property and take necessary precautions.

In order to verify Appraisal Port delivery in the Mercury Desktop products tab, the correct answer is True. This means that it is possible to confirm the delivery of Appraisal Port through the Mercury Desktop products tab.

If a customer has a valid license but is being told that the license is already in use, searching for the license in products under Mercury Desktop would not be a suitable solution. The correct answer is False because searching for the license in products under Mercury Desktop would not resolve the issue of the license being already in use.

The daily limit for Certmail is 250.

When releasing a license for XSOM or Apex, it is recommended to have the customer try to do it at www.alamode.com/myaccount first. This suggests that the website mentioned is the preferred platform for customers to release their licenses. Therefore, the statement "True" implies that it is indeed advisable to direct customers to this website for license release.

Reindexing is the option that can be used to resolve issues where Certmail is not showing email for a customer in webmail. Reindexing is a process that rebuilds the search index, which can help in resolving any inconsistencies or errors in the index. By reindexing, the system will recreate the index from scratch, ensuring that all the necessary data is included and displayed correctly in the webmail.

Sales and Tech notes are available on a customer's CRM record. These two types of notes are commonly used in customer relationship management systems to keep track of sales-related information and technical details. Sales notes may include information about sales calls, meetings, and opportunities, while Tech notes may include information about technical support or troubleshooting. These notes help in maintaining a comprehensive record of customer interactions and enable better customer service and relationship management.

When extending a Certmail limit, the account will not reset to default after 24 hours.

It is okay to give a customer a temporary UC activation when they are calling on the weekend or when they are calling at night. This suggests that the customer may have urgent or time-sensitive needs that cannot wait for regular business hours.