What is the first step when managing a client's process?

Managing Client Processes and Actions

Interactive Video
•
Business, Professional Development, Life Skills
•
9th - 12th Grade
•
Hard

Sophia Harris
FREE Resource
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5 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Defining the action group
Opening the client's process tab
Saving the process details
Entering the client's area
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What do you need to define after creating a process for a client?
The client's payment details
The client's address
The action group
The client's contact information
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which area is mentioned as an example in the video?
Consumer final
Corporate
Retail
Wholesale
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should be done after verifying the action group and area?
Save the process details
Collect remaining information
Close the process tab
Contact the client
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the final step in managing a client's process?
Defining the action group
Saving the process details
Opening the client's process tab
Entering the client's area
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