Are You a CRM Pro?
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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?

<p>Calls, appointments, and emails (B)</p> Signup and view all the answers

What is a case in the CRM?

<p>The notes for status, official records, and tasks (D)</p> Signup and view all the answers

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

<p>To manage lists of cases (B)</p> Signup and view all the answers

What is the Self Audit View in the CRM?

<p>A review of call history (A)</p> Signup and view all the answers

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

<p>Select Send (B)</p> Signup and view all the answers

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

<p>The billing invoices will get denied (C)</p> Signup and view all the answers

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

<p>To create a new case (B)</p> Signup and view all the answers

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

<p>Keywords that will make it easier to find when you search (B)</p> Signup and view all the answers

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

<p>Add to Queue (A)</p> Signup and view all the answers

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