Retail New Hire Training Quiz
General Quiz presented at end of training to assess and determine what further training needs to be provided.
- 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
Questions: 10 | Attempts: 3719 | Last updated: Mar 21, 2022
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