Post Day One: My Work Items

8 Questions | Total Attempts: 64

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Post Day One: My Work Items

Questions and Answers
  • 1. 
    First Name:
  • 2. 
    Last Name:
  • 3. 
    5 Digit Agent #:
  • 4. 
    Appointment Date (MM/DD/YY):
  • 5. 
    ST:
  • 6. 
    True or False?  You can assign work items to other staff in the agency?
    • A. 

      True

    • B. 

      False

  • 7. 
    How will an unsold quote item be generated?
    • A. 

      You need to go and add new work item in Household view

    • B. 

      It will automatically create one once you save the quote in Alliance

    • C. 

      All of the above

    • D. 

      None of the above

  • 8. 
    True or False?  Outlook is not connected to individual work items?
    • A. 

      True

    • B. 

      False

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