Pre-call Planning Workshop Americas May 2011
Questions and Answers
- 1.
Where did the idea of the Pre-Call enhancements come from?
- A.
STG
- B.
Kimm Franco
- C.
Client Partners
- D.
Gene Hall
Correct Answer
C. Client PartnersExplanation
The idea of the Pre-Call enhancements came from the Client Partners.Rate this question:
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- 2.
This enhancement now brings all critical data for Pre-call into how many views?
- A.
Three
- B.
One
- C.
Five
- D.
Two
Correct Answer
B. OneExplanation
This enhancement now brings all critical data for Pre-call into one view.Rate this question:
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- 3.
Within Client Connect, where is the Contact Dashboard located?
- A.
Two doors down, turn left Two doors down, turn left Two doors down, turn left Two doors down, turn left
- B.
At the Account Level
- C.
At the Contact Level
- D.
At the Activity Level
Correct Answer
C. At the Contact LevelExplanation
The Contact Dashboard within Client Connect is located at the Contact Level.Rate this question:
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- 4.
Within the Contact Dashboard you are not able to drill down into a client’s Key Initiatives or Vendors.
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
The given statement is false. Within the Contact Dashboard, you are indeed able to drill down into a client's Key Initiatives or Vendors. This means that you can access more detailed information or navigate further into these specific areas for a client.Rate this question:
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- 5.
The Contact Dashboard only displays Open Activities.
- A.
True
- B.
False
Correct Answer
A. TrueExplanation
The Contact Dashboard only displays Open Activities. This means that the dashboard will only show the activities that are currently open or pending for the contacts. It will not show any completed or closed activities. This feature allows users to easily track and manage their ongoing tasks and follow-ups with contacts. By displaying only open activities, the dashboard provides a clear and focused view of the tasks that need attention and follow-up.Rate this question:
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- 6.
The new Contact Dashboard is:
- A.
A time saver A time saver
- B.
A new way to work more efficiently
- C.
An enhancement driven by your feedback
- D.
All of the above
Correct Answer
D. All of the aboveExplanation
The new Contact Dashboard is a time saver because it helps to streamline and organize contact information, allowing users to access and manage their contacts more quickly and easily. It is also a new way to work more efficiently as it provides a user-friendly interface and features that enhance productivity. Additionally, the development of the Contact Dashboard was driven by user feedback, ensuring that it meets the needs and preferences of the users. Therefore, the correct answer is "All of the above" as all the given statements accurately describe the benefits and features of the new Contact Dashboard.Rate this question:
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- 7.
How many recent documents will show in the Contact Dashboard?
- A.
Two
- B.
Three
- C.
Ten
- D.
None
Correct Answer
B. ThreeExplanation
The Contact Dashboard will show three recent documents.Rate this question:
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- 8.
Upcoming or future inquiries are reflected in the Contact Dashboard:
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
The statement is false because upcoming or future inquiries are not reflected in the Contact Dashboard. The Contact Dashboard only displays current and past inquiries. Therefore, the statement contradicts the actual functionality of the Contact Dashboard.Rate this question:
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- 9.
A contact's event ticket information is currently displayed in the Contact Dashboard (i.e. ticket number and expiration date)
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
The contact's event ticket information is not currently displayed in the Contact Dashboard.Rate this question:
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- 10.
What should be provided when providing a ticket for Tech Support?
- A.
Entitle the subject line: Client Connect Entitle the subject line: Client Connect
- B.
Screenshot of the issue
- C.
As much detail as possible regarding the issue
- D.
All of the above
Correct Answer
D. All of the aboveExplanation
When providing a ticket for Tech Support, it is important to include all of the above mentioned information. Entitling the subject line as "Client Connect" helps to categorize and prioritize the ticket. Providing a screenshot of the issue allows the support team to visually understand the problem. Additionally, including as much detail as possible regarding the issue helps the support team to have a clear understanding of the problem and provide an accurate solution. Therefore, all of the mentioned elements should be provided when submitting a ticket for Tech Support.Rate this question:
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- 11.
If you have an idea about how to make Client Connect more efficient or user friendly, who do you contact?
- A.
Gene Hall
- B.
Kevin Volpe
- C.
Robin Kranich
- D.
Kimm Franco
Correct Answer
D. Kimm FrancoExplanation
To make Client Connect more efficient or user-friendly, you would contact Kimm Franco.Rate this question:
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