Pre-call Planning Workshop Americas May 2011

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| By Rdudfiel
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Rdudfiel
Community Contributor
Quizzes Created: 7 | Total Attempts: 759
| Attempts: 110
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  • 1/11 Questions

    How many recent documents will show in the Contact Dashboard?

    • Two
    • Three
    • Ten
    • None
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About This Quiz

This quiz is part of the Pre-Call Planning Workshop Americas May 2011, designed to assess understanding of enhancements in client connectivity tools. It focuses on the integration of critical data into a unified view, navigation within Client Connect, and functionalities of the Contact Dashboard.

Pre-call Planning Workshop Americas May 2011 - Quiz

Quiz Preview

  • 2. 

    This enhancement now brings all critical data for Pre-call into how many views?

    • Three

    • One

    • Five

    • Two

    Correct Answer
    A. One
    Explanation
    This enhancement now brings all critical data for Pre-call into one view.

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  • 3. 

    Within Client Connect, where is the Contact Dashboard located?

    • Two doors down, turn left Two doors down, turn left Two doors down, turn left Two doors down, turn left

    • At the Account Level

    • At the Contact Level

    • At the Activity Level

    Correct Answer
    A. At the Contact Level
    Explanation
    The Contact Dashboard within Client Connect is located at the Contact Level.

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  • 4. 

    The new Contact Dashboard is:

    • A time saver A time saver

    • A new way to work more efficiently

    • An enhancement driven by your feedback

    • All of the above

    Correct Answer
    A. All of the above
    Explanation
    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.

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  • 5. 

    Where did the idea of the Pre-Call enhancements come from?

    • STG

    • Kimm Franco

    • Client Partners

    • Gene Hall

    Correct Answer
    A. Client Partners
    Explanation
    The idea of the Pre-Call enhancements came from the Client Partners.

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  • 6. 

    If you have an idea about how to make Client Connect more efficient or user friendly, who do you contact?

    • Gene Hall

    • Kevin Volpe

    • Robin Kranich

    • Kimm Franco

    Correct Answer
    A. Kimm Franco
    Explanation
    To make Client Connect more efficient or user-friendly, you would contact Kimm Franco.

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  • 7. 

    Upcoming or future inquiries are reflected in the Contact Dashboard:

    • True

    • False

    Correct Answer
    A. False
    Explanation
    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.

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  • 8. 

    A contact's event ticket information is currently displayed in the Contact Dashboard (i.e. ticket number and expiration date)

    • True

    • False

    Correct Answer
    A. False
    Explanation
    The contact's event ticket information is not currently displayed in the Contact Dashboard.

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  • 9. 

    What should be provided when providing a ticket for Tech Support?

    • Entitle the subject line: Client Connect Entitle the subject line: Client Connect

    • Screenshot of the issue

    • As much detail as possible regarding the issue

    • All of the above

    Correct Answer
    A. All of the above
    Explanation
    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.

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  • 10. 

    Within the Contact Dashboard you are not able to drill down into a client’s Key Initiatives or Vendors.

    • True

    • False

    Correct Answer
    A. False
    Explanation
    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.

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  • 11. 

    The Contact Dashboard only displays Open Activities.

    • True

    • False

    Correct Answer
    A. True
    Explanation
    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.

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Quiz Review Timeline (Updated): Mar 18, 2024 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Mar 18, 2024
    Quiz Edited by
    ProProfs Editorial Team
  • May 23, 2011
    Quiz Created by
    Rdudfiel
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