Post Call Workshop- Na July 2011

10 Questions | By Rdudfiel | Updated: Mar 20, 2022 | Attempts: 106

Questions

Settings

Create your own Quiz

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