Customer Account Management Quiz

Customer Account Management Quiz

Professional Development

15 Qs

quiz-placeholder

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Customer Account Management Quiz

Customer Account Management Quiz

Assessment

Quiz

Professional Development

Professional Development

Practice Problem

Hard

Created by

margaret garcia

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15 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What should you identify when pulling up a customer account?

The customer's active service

The type of account and pest issue

The customer's payment history

The customer's location

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What should be reviewed to determine active services on an account?

Customer's feedback

Recurring Services or One Time Services in History

Customer's billing history

Previous service tickets

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What should be done if a recent service ticket has not been created or modified?

Move to Step 4: Handling Service Requests

Move to Step 3: Review Account Notes

Create a new service ticket

Contact the customer

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What should be included in the note format according to CRM Interaction Templates?

Customer's payment method

Callback number added or verified

Customer's favorite service

Customer's address

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What should be checked if a service has been scheduled or a pending Service Ticket has been modified?

Customer's feedback

Service Ticket Protocols and Scheduling Sections

Customer's billing history

Previous service tickets

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If a Previous Service was performed and another appointment has been created -What is the time lapse that should occur from the last service appointment to the new one being scheduled?

After 5 days have passed

After 10 days have passed

After 15 days have passed

After 20 days have passed

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What should be checked regarding the Service Code in the ticket audit process?

If it is the correct service for this visit

If it matches the customer's name

If it includes the technician's initials

If it is written in bold

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