LCM Client Connect Training: Post Call Follow-up V3.0

9 Questions | Total Attempts: 72

SettingsSettingsSettings
Please wait...
Software Quizzes & Trivia

Questions and Answers
  • 1. 
    True or False:  Searching by keyword in the Post Call Follow-up Tool will return both entitled and non-entitled client recommendations.
    • A. 

      True

    • B. 

      False

  • 2. 
    True or False:  The activity type generated by Post Call Follow-up v3.0 is ‘EITL Other’.
    • A. 

      True

    • B. 

      False

  • 3. 
    The Reason Codes available in the Post Call Follow-up Tool v3.0 are (select all that apply):
    • A. 

      Published Research Sent

    • B. 

      Proactive Research

    • C. 

      Contextualized Research

    • D. 

      Quarterly Review

  • 4. 
    True or False:  Launching MS Outlook will trigger the activity automation in Client Connect.
    • A. 

      True

    • B. 

      False

  • 5. 
    To save a draft of your email in MS Outlook  format you must:
    • A. 

      Click the save icon and it will appear in your drafts folder

    • B. 

      Select “Save As”, change the file type to .msg, and specify where on the computer you would like the draft to be saved

    • C. 

      Saving drafts is not an option for Post Call Follow-up v3

  • 6. 
    When the activity is automatically generated, where is the information input into the Post Call Follow-up rich text editor saved?
    • A. 

      Under the notes sub-tab of the Contact

    • B. 

      Under the notes sub-tab of the Account

    • C. 

      Under the notes sub-tab of the Activity

  • 7. 
    True or False:  In Post Call v3.0, you cannot reorder your recommendations, as it will result in formatting issues.
    • A. 

      True

    • B. 

      False

  • 8. 
    True or False:  Post Call can now be launched from the Membership tab.
    • A. 

      True

    • B. 

      False

  • 9. 
    True or False:  Post Call cannot be leveraged for WG essentials members.
    • A. 

      True

    • B. 

      False

Back to Top Back to top