Pre-call Planning Workshop Americas May 2011

11 Questions | Total Attempts: 82

SettingsSettingsSettings
Please wait...
Workshop Quizzes & Trivia

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

  • 2. 
    This enhancement now brings all critical data for Pre-call into how many views?
    • A. 

      Three

    • B. 

      One

    • C. 

      Five

    • D. 

      Two

  • 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

  • 4. 
    Within the Contact Dashboard you are not able to drill down into a client’s Key Initiatives or Vendors.
    • A. 

      True

    • B. 

      False

  • 5. 
    The Contact Dashboard only displays Open Activities.
    • A. 

      True

    • B. 

      False

  • 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

  • 7. 
    How many recent documents will show in the Contact Dashboard?
    • A. 

      Two

    • B. 

      Three

    • C. 

      Ten

    • D. 

      None

  • 8. 
    Upcoming or future inquiries are reflected in the Contact Dashboard:
    • A. 

      True

    • B. 

      False

  • 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

  • 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

  • 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

Back to Top Back to top