HG IBOT SYSTEMS NAVIGATION ASSESSMENT

Select ALL that apply.

Which of the following tools should you open at the start of your shift?

• BuyGoods Dashboard

• Click CRM Ticket System

• Click CRM Dialer

• Click CRM Order Lookup

Which of the following should you click in the BuyGoods dashboard to direct you the the Click CRM Ticket System?

• 
• 
• 
• 

In order for you to have a view of all the tickets and other important information in the system, how should you setup your DATE filter?

• This Year

• Last Year

• All Time

• Last 12 Months

Each section in the inboxes have column headers which provide basic information about the ticket. Which of the following indicates that the ticket has been claimed by an agent?

• Agents

• Claimed By

• Call Counter

• Call Indicator

Which information do we recommend to use to search for customer details in the Order Lookup page.

• Name

• Email

• Phone Number

• Billing Address

What dialer feature helps you provide the customer with basic product information like MBG, shipping, and number of capsules?

• Wizard

• Disposition

• Click-to-Call

• Help Portal

This section houses the leads you can call, after it has been dialed by another agent?

• Open

• Reactivated

• Resolved

• All

Each section in the inboxes have column headers which provide basic information about the ticket. Which of the following will show you who is currently VIEWING the ticket?

• Agents

• Claimed By

• Call Counter

• Call Indicator

TRUE or FALSE. Before claiming a ticket, you should ensure that the ticket you previously claimed has been resolved.

• TRUE

• FALSE

This piece of information will help us identify if the customer has multiple accounts under a campaign.

• Name

• Email

• Phone Number

• Billing Address