Post Call Workshop- Na July 2011
10 Questions
| Total Attempts: 78
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
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