Documenting Interactions in CRMs Quiz

What should always be included in the notes when documenting interactions in CRMs for quoted services?

• Customer's personal opinions

• Service options proposed and pricing

• Only the final decision of the customer

• Unrelated comments about the customer

If a customer calls in to inquire on the arrival time of the technician to their already scheduled service appointment should this interaction be documented in the Partners CRM

• Yes, we must document every interaction

• Not Necessary if the appointment already exists

What is the purpose of rephrasing or extracting information when noting accounts in CRMs?

• To include as many details as possible, regardless of relevance

• To make the notes longer and more detailed

• To deliver clear and concise information

• To record personal opinions and profanity

What is the most important piece of information that needs to be documented when noting accounts regarding rescheduled appointments by GRIT?

• The reason for the appointment's cancellation

• The new date/time range and tech ID where the appointment was moved

• The original appointment's duration

• If a payment was collected

What additional information should be included in notes and messages to the Partner if there is a balance on the account when updating payment information?

• Please send a receipt to the customer

• Ok to Charge the full balance or specific service amount

• Please Update the customer's contact information

• Please call customer back to confirm all details

What is required when documenting canceled appointments that are not rescheduled?

• The location where the appointment was supposed to occur

• The new appointment details

• Where the appointment was initially scheduled, reason for cancellation and the cancellation protocol followed

• The customer's feedback on the service