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Questions and Answers

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?

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?

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?

Calls, appointments, and emails Signup and view all the answers

What is a case in the CRM?

The notes for status, official records, and tasks Signup and view all the answers

What is the purpose of the Queues section in the CRM?

To manage lists of cases Signup and view all the answers

What is the Self Audit View in the CRM?

A review of call history Signup and view all the answers

What should you do after creating an email in the CRM?

Select Send Signup and view all the answers

What is the consequence of sending an email that overlaps with a call in the CRM?

The billing invoices will get denied Signup and view all the answers

What is the purpose of the New Case button in the CRM?

To create a new case Signup and view all the answers

What should you include in the Case Title when opening a new case in the CRM?

Keywords that will make it easier to find when you search Signup and view all the answers

What should you select after completing the main information when opening a new case in the CRM?

Add to Queue Signup and view all the answers