Customer Notes and Tags Quiz
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Questions and Answers

Which of the following is true about customer tags?

  • Customer tags are internal identifiers used to categorize customers (correct)
  • Customer tags should be used for identifiers that are specific to a single job or estimate
  • Customer tags are visible to the customers
  • Customer tags are used to communicate with customers

What should be included in the customer notes?

  • Private identifiers that categorize the customers
  • Talking points that are relevant to the job (correct)
  • Customer contact information
  • Customer feedback and reviews

What is the purpose of using customer tags?

  • To communicate with customers
  • To provide customers with relevant information
  • To categorize customers based on their job or estimate
  • To identify customers based on their characteristics (correct)

What is the most common checklist used for creating an estimate in HCP?

<p>Standard Checklist (D)</p> Signup and view all the answers

What is the first step in creating an estimate in HCP?

<p>Find your customer profile (B)</p> Signup and view all the answers

What service should you add under 'Services' when creating an estimate in HCP?

<p>Free diagnosis/estimate (C)</p> Signup and view all the answers

Which of the following is NOT a required picture to be requested from the technician when confirming a completed job?

<p>A picture of the technician (A)</p> Signup and view all the answers

What is the main reason for contacting the technician through WhatsApp?

<p>To request pictures of the completed job (C)</p> Signup and view all the answers

What information should be included in the pictures of the installed product tags?

<p>Serial number, model number, and other (B)</p> Signup and view all the answers

What is the purpose of requesting pictures from the technician after a completed job?

<p>To showcase the company's expertise (C)</p> Signup and view all the answers

How many pictures are typically requested from the technician after a completed job?

<p>4-5 (B)</p> Signup and view all the answers

What information should be included in the tags of all installed products shown in the pictures?

<p>Serial number and model number (B)</p> Signup and view all the answers

Where can you find leads that have already confirmed they want an appointment but are unsure of the date and time?

<p>In the Trying to Schedule section (B)</p> Signup and view all the answers

What happens if you send a message to a lead through a tool other than High Level and they respond?

<p>You will have to move the lead manually (A)</p> Signup and view all the answers

What type of leads will you find in the Trying to Schedule section?

<p>Leads who confirmed they want an appointment but are unsure of the date and time (D)</p> Signup and view all the answers

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