OneCRM

OneCRM

1st Grade

16 Qs

quiz-placeholder

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OneCRM

OneCRM

Assessment

Quiz

English

1st Grade

Easy

Created by

Rochelle Miole

Used 43+ times

FREE Resource

16 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In One CRM ________ are usually schools but can also be institutions or organizations.

Contacts

Accounts

Cases

Fields

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

A customer contacts us to follow up on a PO (Purchase Order). Is this a valid customer/request for the team?

Yes

No

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

A customer from a K-12 school using a Higher Ed product contacts HE TS needing technical assistance. Is this a valid customer?

Yes

No

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Changing the _______________________ is required before making any changes on an existing case.

Case Ownership

Email Address

Contact Details

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

This tab contains the notes, email communications between the customer and agent(s), shared KBs, etc.

Feed

Details

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

True or False: The right hand pane includes some sections including Account, Contact, Cases, etc

True

False

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