How To Create/Update/Delete A Contact

13 Questions | Total Attempts: 40

SettingsSettingsSettings
How To Create/Update/Delete A Contact - Quiz

Don't forget to enter your name at the beginning of the quiz so you can have a chance of winning one of the vouchers!


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

  • 2. 
    Where would you go to create a contact form? 
    • A. 

      Advance

    • B. 

      Outlook

    • C. 

      Sophie’s desk

    • D. 

      The intranet

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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