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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?

Standard Checklist Signup and view all the answers

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

Find your customer profile Signup and view all the answers

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

Free diagnosis/estimate 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?

A picture of the technician Signup and view all the answers

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

To request pictures of the completed job Signup and view all the answers

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

Serial number, model number, and other Signup and view all the answers

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

To showcase the company's expertise Signup and view all the answers

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

4-5 Signup and view all the answers

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

Serial number and model number 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?

In the Trying to Schedule section 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?

You will have to move the lead manually Signup and view all the answers

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

Leads who confirmed they want an appointment but are unsure of the date and time Signup and view all the answers