Retail New Hire Training Quiz

39 Questions | Total Attempts: 25

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New Hire Exam Quizzes & Trivia

General Quiz presented at end of training to assess and determine what further training needs to be provided.


Questions and Answers
  • 1. 
    My Supervisor is:
  • 2. 
    Which activity is typically used when doing a preso with a potential customer?
    • A. 

      Service Activity

    • B. 

      Phone Call

    • C. 

      Appointment

  • 3. 
    When you complete a Free Trial Service Activity and the customer is still undecided, you need to create...?
    • A. 

      A follow up phone call

    • B. 

      A service activity

    • C. 

      Nothing

  • 4. 
    You should work off of your Outlook calendar.
    • A. 

      True

    • B. 

      False

  • 5. 
    Each time you present an opportunity to a customer or potential customer you need to also manage or update...
    • A. 

      The opportunity

    • B. 

      The product that was presented

    • C. 

      Nothing

  • 6. 
    What two activities mark time on your calendar?
    • A. 

      Service Activities & Appointments

    • B. 

      Service Activities, Appointments, and Phone Calls

    • C. 

      Appointments and Phone Calls

  • 7. 
    How often do you log your interactions with a current or potential customer?
    • A. 

      Everytime but only for current customers

    • B. 

      Everytime

    • C. 

      You only need to log your outgoing phone calls

  • 8. 
    Your notes are only viewed by you.
    • A. 

      True

    • B. 

      False

  • 9. 
    What tabs do you want open when you are holding an appointment or service activity?
    • A. 

      Just your activity

    • B. 

      Your activity and the account

    • C. 

      Your activity, account, and opportunity

  • 10. 
    Once you have saved and completed a Service Activity, you can go back and update it if necessary.
    • A. 

      True

    • B. 

      False

  • 11. 
    How many service activities can you create off of an existing service activity?
    • A. 

      2

    • B. 

      3

    • C. 

      4

  • 12. 
    When you set regard an email from Outlook, it defaults to the activites on the account.
    • A. 

      True

    • B. 

      False

  • 13. 
    When you create an account you need to also create a facility id.
    • A. 

      True

    • B. 

      False

  • 14. 
    When processing a refund request, you need to include previous payment information that is found in CRM.
    • A. 

      True

    • B. 

      False

  • 15. 
    Anyone can create a payment record in CRM?
    • A. 

      True

    • B. 

      False

  • 16. 
    What activity is used when working on a Test Drive?
    • A. 

      Appointment

    • B. 

      Service Activity

    • C. 

      Phone Call

  • 17. 
    Testimonials are generated in CRM from:
    • A. 

      By an email received from the customer

    • B. 

      A survey is sent to the customer and they have to return it

    • C. 

      When you fill out the survey and mark it as a testimonial

  • 18. 
    You use a service activity for?
    • A. 

      Test Drives and Retention Calls

    • B. 

      Test Drives and New Customer Preso's

    • C. 

      Preso's and Retention

  • 19. 
    When you work an activity, you must create your own subject line.
    • A. 

      True

    • B. 

      False

  • 20. 
    When you have more than one account product that you preso'd, you can bulk update their product status, forecasted amount, and forecasted status.
    • A. 

      True

    • B. 

      False

  • 21. 
    When you have a new potential customer that is not in the system, you must first create?
    • A. 

      Contact Record

    • B. 

      Account Record

    • C. 

      Lead Record

  • 22. 
    When you convert your lead record, if you do it correctly they system creates...?
    • A. 

      Phone Call, Account, Opportunity

    • B. 

      Account, Contact, Account Product

    • C. 

      Account, Contact, Opportunity

  • 23. 
    For efficiency, after converting a lead, it is recommended that you work the tabs from right to left.
    • A. 

      True

    • B. 

      False

  • 24. 
    The primary contact and the web contact mean the same thing.
    • A. 

      True

    • B. 

      False

  • 25. 
    What field in an activity provides you with a snapshot of what the activity is about?
    • A. 

      Activity Outcome

    • B. 

      Activity Category

    • C. 

      Notes

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