10 Questions
Which tab should you click on to view additional case comments?
Related
What should you do after reading the notes and comments left by the client team?
Change the case status
Which status should be used by the Customer Service Team when a new case is created?
New
What does the status 'Sent Back to Client Team' indicate?
The case needs further follow up from the producer
Who should communicate the resolution of a case to the Customer Service Team?
Producer
What must be completed before saving the status of a closed case?
Complete the Resolution Information section
What should be selected in the 'Source of Error' field?
Current content quality definitions
When should a case be escalated via Outlook?
When the Opportunity name starts with US or CA
Where should the client team be confirmed in the owner full name column?
Client Team tab
What should be done before sending an email using the provided template?
Confirm the client team
Client Communication and Escalation Quiz: Test your knowledge on effectively communicating non-action items to the client team and understanding the use of contact types for client services. Learn how to handle payment issues, voucher redemptions, member-affecting problems, and client requests. Enhance your skills in providing concise issue descriptions and coordinating with production or sales teams.
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