Podcast
Questions and Answers
Which section of the CRM contains lists of cases that need to be managed?
Which section of the CRM contains lists of cases that need to be managed?
- Activities
- Contacts
- Home
- Queues (correct)
What is the purpose of the CRM?
What is the purpose of the CRM?
- To share information with colleagues
- To store customer and prospect data
- All of the above (correct)
- To track customer interactions
What are the key sections of the CRM?
What are the key sections of the CRM?
- Activities, Contacts, Cases, Queues
- Queues, Timeline, Self Audit View
- Home, Queues, Timeline, Self Audit View
- Home, Activities, Contacts, Cases (correct)
What are the types of activities that can be recorded in the CRM?
What are the types of activities that can be recorded in the CRM?
What is a case in the CRM?
What is a case in the CRM?
What is the purpose of the Queues section in the CRM?
What is the purpose of the Queues section in the CRM?
What is the Self Audit View in the CRM?
What is the Self Audit View in the CRM?
What should you do after creating an email in the CRM?
What should you do after creating an email in the CRM?
What is the consequence of sending an email that overlaps with a call in the CRM?
What is the consequence of sending an email that overlaps with a call in the CRM?
What is the purpose of the New Case button in the CRM?
What is the purpose of the New Case button in the CRM?
What should you include in the Case Title when opening a new case in the CRM?
What should you include in the Case Title when opening a new case in the CRM?
What should you select after completing the main information when opening a new case in the CRM?
What should you select after completing the main information when opening a new case in the CRM?
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