Lunch & Learn (CRM)

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| By David Rowley
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David Rowley
Community Contributor
Quizzes Created: 5 | Total Attempts: 1,095
| Attempts: 199 | Questions: 10
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Question 1 / 10
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1. True/False The CID can be found in the Solution section of the Number ticket. 

Explanation

The CID (Customer Identification) can be found in the Solution section of the Number ticket.

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About This Quiz
Lunch & Learn (CRM) - Quiz

The 'Lunch & Learn' quiz assesses knowledge on operational procedures such as number ticket handling, equipment tracking, and customer service roles. It's designed to improve understanding and efficiency in managing business operations.

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2. True/False Customer Service closes number tickets. 

Explanation

Customer service does not close number tickets. Instead, customer service representatives address and resolve customer issues or inquiries through various channels such as phone calls, emails, or live chat. The tickets are usually closed by the customer service representative once the customer's concern has been resolved or the issue has been adequately addressed. Therefore, the correct answer is False.

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3. What status does a number have to be added?

Explanation

not-available-via-ai

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4. What status is a setup done at?

Explanation

The correct answer is "All of the Above" because the question asks about the status of a setup done at different systems, namely SYS 1, SYS 2, and SYS 3. Therefore, the setup can have a status at any of these systems, making all options valid.

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5. True/False EQP 5 means we have the tracking information for any purchased equipment.

Explanation

The statement is false because EQP 5 does not mean that we have the tracking information for any purchased equipment. EQP 5 is a code or identifier that represents a specific category or type of equipment, but it does not indicate whether or not we have tracking information for that equipment.

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6. Where can you find an FOC date?

Explanation

You can find an FOC date in the description area of a number ticket.

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7. True/False You can comment on the Number ticket to get more information about that ticket.

Explanation

You cannot comment on the Number ticket to get more information about that ticket.

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8. If a customer calls in asking what they bought where can you find that information?

Explanation

Solution Information is the correct answer because it is the section where the details about the products or services that the customer has purchased are stored. It includes information such as the name of the product, the date of purchase, the price, and any other relevant details. By accessing the Solution Information section, the customer service representative can quickly retrieve the necessary information and provide the customer with the details about their purchase.

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9. Check all the different locations you can find the assigned sales rep or channel rep.

Explanation

The correct answer includes Account Information, Description Information, and Contact Information. These are the different locations where you can find the assigned sales rep or channel rep. The account information would provide details about the assigned representative, the description information might include information about the rep, and the contact information would have the necessary contact details to reach out to the assigned sales or channel rep.

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10. Match the following
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  • Mar 20, 2023
    Quiz Edited by
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  • Apr 02, 2014
    Quiz Created by
    David Rowley
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True/False The CID can be found in the Solution section of the Number...
True/False Customer Service closes number tickets. 
What status does a number have to be added?
What status is a setup done at?
True/False EQP 5 means we have the tracking information for any...
Where can you find an FOC date?
True/False You can comment on the Number ticket to get more...
If a customer calls in asking what they bought where can you find that...
Check all the different locations you can find the assigned sales rep...
Match the following
Alert!

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