How To Create/Update/Delete A Contact
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- 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
Questions: 8 | Attempts: 28 | Last updated: Mar 21, 2022
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