Post Call Workshop- Na July 2011

10 Questions | Total Attempts: 78

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Workshop Quizzes & Trivia

Questions and Answers
  • 1. 
    The Post Call Follow-up tool is only applicable to GBW eligible seat-holders?
    • A. 

      True

    • B. 

      False

  • 2. 
    GBW Initiatives and Recommendations information for the seatholder is presented
    • A. 

      With a 24 hour delay

    • B. 

      Real-time

    • C. 

      With a 30 minute lag window

  • 3. 
    How do you navigate to the Post Call tool within Client Connect?
    • A. 

      Contact Tab

    • B. 

      Attachments Tab

    • C. 

      Pre-Call Contact Dashboard

  • 4. 
    How many initiatives can be chosen to view Recommendations on?
    • A. 

      Three

    • B. 

      Five

    • C. 

      Unlimited

  • 5. 
    The recommended research that is aligned to each initiative is pulled from the same search engine that GBW leverages?
    • A. 

      True

    • B. 

      False

  • 6. 
    The recommended research within the Post-Call follow up tool is based on both the client's initiative and phase?
    • A. 

      True

    • B. 

      False

  • 7. 
    To include additional research notes not outlined in the recommnended research section, the Res ID will need to be included. This ID can be found
    • A. 

      From the g.com ID

    • B. 

      From Proxy

    • C. 

      From the client-friendly URL link

  • 8. 
    When personalizing an email, the To, CC, and BCC fields will automatically be populated?
    • A. 

      True

    • B. 

      False

  • 9. 
    Best practices for the email 'Header' include (check all that apply)
    • A. 

      A detailed description of the entire conversation with the client

    • B. 

      Key takeaways from the conversation with the client

    • C. 

      Next steps

    • D. 

      Why this specific research is being included

    • E. 

      PDF attachments for research

    • F. 

      Action items

  • 10. 
    You have the ability to save your personalized signature from Outlook?
    • A. 

      True

    • B. 

      False