How To Create/Update/Delete A Contact

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| By Chiene_Tait
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Chiene_Tait
Community Contributor
Quizzes Created: 1 | Total Attempts: 61
Questions: 13 | Attempts: 61

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How To Create/Update/Delete A Contact - Quiz

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Questions and Answers
  • 1. 

    Why is it important to input your contacts into the database?

    • A.

      To make sure they receive marketing material

    • B.

      To keep a record of their details for yourself

    • C.

      Because they like to be spammed

    • D.

      To allow partners to get in touch with them

    Correct Answer
    A. To make sure they receive marketing material
    Explanation
    It is important so they receive marketing material such as our newsletter, our Budget summary and our regular sector e-newsletters. That way, C+T will be on their mind if an opportunity comes up.

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  • 2. 

    Where would you go to create a contact form? 

    • A.

      Advance

    • B.

      Outlook

    • C.

      Sophie’s desk

    • D.

      The intranet

    Correct Answer
    D. The intranet
    Explanation
    1- Go onto the Internet by typing “S3” in internet explorer.
    2- General --> Office Tools --> C+T Contacts.

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  • 3. 

    If your contact is a potential private client and does not have a company, what would you write in the “company” field? 

    • A.

      I would leave the field blank

    • B.

      I would write “N/A”

    • C.

      His/her name

    • D.

      Kim Kardashian

    Correct Answer
    A. I would leave the field blank
    Explanation
    Do not fill in fields with anything other than the information it requires.
    If you would like to add something, write it in the marketing notes section. (e.g. where you met the person, what service you think they might be interested in etc.)

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  • 4. 

    How would you fill the general contact field for Mrs Kerry Manton?  

    • A.

      Mrs K Manton

    • B.

      Mrs Kerry Manton

    • C.

      Mrs Manton Kerry

    • D.

      Lady Whatsherchops

    Correct Answer
    A. Mrs K Manton
    Explanation
    The correct answer is Mrs K Manton because it follows the standard format of using the title "Mrs" followed by the initial of the first name and the full last name.

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  • 5. 

    How would you fill the general contact field for Mr John Rodger? 

    • A.

      Mr J Rodger

    • B.

      J Rodger Esq

    • C.

      Mr John Rodger

    • D.

      Jolly Rodger

    Correct Answer
    B. J Rodger Esq
    Explanation
    The correct answer is "J Rodger Esq" because "Esq" is an abbreviation for Esquire, which is a title used to address a man in a formal or professional context. Since the question asks for the general contact field, using this title would be appropriate to show respect and professionalism when addressing Mr John Rodger.

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  • 6. 

    If your contact is Lord A Dublin, what would you write in the general contact field? 

    • A.

      Lord A Dublin

    • B.

      I would ask Sophie or Kerry

    • C.

      Lord Dublin Esq

    • D.

      Dublin Football Club FC

    Correct Answer
    B. I would ask Sophie or Kerry
    Explanation
    If they have an honorary title such as Lord, Sir or Dr, please get in touch with Sophie (240) or Kerry (360) to check what the general contact should be.

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  • 7. 

    How do you choose which partner to pick for your contact?

    • A.

      I would pick the partner depending on its sector of expertise

    • B.

      I would pick the partner I work with the most

    • C.

      I would pick the partner who was present when I met the contact

    • D.

      Toss a coin

    Correct Answer
    A. I would pick the partner depending on its sector of expertise
    Explanation
    Make an executive decision depending what sector your contact fits in. The partner does not need to have met the contact.

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  • 8. 

    If your client has mentioned he/she does not want to receive any marketing material, which mailing preference would you choose? 

    • A.

      Mailing sent elsewhere

    • B.

      No per partner

    • C.

      Contact regarding shopping trip

    • D.

      No per client

    Correct Answer
    D. No per client
    Explanation
    If the client has explicitly stated that they do not want to receive any marketing material, the most appropriate mailing preference would be "No per client." This option indicates that the client's preference to not receive marketing material will be respected and no such material will be sent to them.

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  • 9. 

    When would you choose “mailing sent elsewhere” as a mailing preference? 

    • A.

      If the contact does not want to receive any information

    • B.

      I would never chose this option for contacts, this is only for clients

    • C.

      If I am unsure what mailing preference to pick

    • D.

      If I’m stuck for time

    Correct Answer
    B. I would never chose this option for contacts, this is only for clients
    Explanation
    This option should never be chosen for contacts because it is specifically meant for clients. It indicates that the mailing should be sent to a different address or location other than the contact's address. Since this preference is only applicable to clients, it should not be selected for regular contacts who do not require their mailings to be sent elsewhere.

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  • 10. 

    What will happen if you do not pick a mailing preference? 

    • A.

      Your contact will never receive any marketing material

    • B.

      Your contact will be deleted from the database

    • C.

      Your contact will not receive anything marketing material for the first 3 months

    • D.

      Kerry and Sophie will cry

    Correct Answer
    A. Your contact will never receive any marketing material
    Explanation
    If you do not pick a mailing preference, your contact will never receive any marketing material. This means that they will not receive any promotional emails, newsletters, or any other form of marketing communication from the company.

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  • 11. 

    If you are unsure at any steps of the process, what should you do? 

    • A.

      Ask a colleague

    • B.

      Ask Kerry or Sophie

    • C.

      Ask a partner

    • D.

      Give up

    Correct Answer
    B. Ask Kerry or Sophie
    Explanation
    When unsure at any steps of the process, it is advisable to seek help from someone who may have more knowledge or experience in the matter. Asking a colleague, or specifically Kerry or Sophie, can provide valuable insights and guidance to overcome any uncertainties. This approach promotes collaboration and problem-solving, ensuring that the task is completed effectively. Giving up should not be the immediate response, as seeking assistance can lead to a better understanding and resolution of the issue at hand.

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  • 12. 

    Which one of the following is NOT a reason for deleting a contact? 

    • A.

      Your contact passed away

    • B.

      Your contact is now a client

    • C.

      Your contact has a new email address that you know

    • D.

      Your contact has a new email address that you don't know

    Correct Answer
    C. Your contact has a new email address that you know
    Explanation
    This is not a reason for deleting a contact because even though the contact has a new email address, you still have knowledge of it. Therefore, you can update the contact information instead of deleting it.

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  • 13. 

    When should you zz a contact? 

    • A.

      If the contact has moved jobs and their new position does not make them a potential client/referral giver anymore

    • B.

      Never, zz is only for clients, contacts should be deleted

    • C.

      Your contact is now a client

    • D.

      If they have changed their first name

    Correct Answer
    B. Never, zz is only for clients, contacts should be deleted
    Explanation
    There is no “zz” for contacts. “zz” is used when clients aren’t clients anymore, but still have fees to be processed. Just delete the contact!

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