NEW
Font size
WorksheetsOneCRM
Total questions: 16
Worksheet time: 8mins
In One CRM ________ are usually schools but can also be institutions or organizations.
Contacts
Accounts
Cases
Fields
Where can customers go to fill out the Contact Us Form?
A customer contacts us to follow up on a PO (Purchase Order). Is this a valid customer/request for the team?
Yes
No
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
Changing the _______________________ is required before making any changes on an existing case.
Case Ownership
Email Address
Contact Details
This tab contains the notes, email communications between the customer and agent(s), shared KBs, etc.
Feed
Details
True or False: The right hand pane includes some sections including Account, Contact, Cases, etc
True
False
A previously CLOSED case can be reopened up to __ days assuming it is for the exact same issue
7
14
21
24
If a customer replied via email within 14 days from the time that the case was closed. Then the status of the case will be:
New
In Progress
Waiting On Customer
Additional Information Received
If a customer does not receive any response from the sales rep, and it has been _ days since the customer filled out the form, let your support know, so we can transfer the case to Faculty Support.
3
2
5
This case origin applies when a customer fills out Contact Us Form and selects phone option.
Chatbot
Social
Phone
Web-Phone
This case origin applies when a customer fills out Contact Us Form and selects chat option
Chatbot
Phone
Social
Business Vertical should be 100% of the time ___________________.
Technical Support
Higher Education
MMND
NA HE TS
What is the specific format on subject lines for NA HE TS?
Course Name - Issue
Product - Short description of the issue
Product - Resolution
This case status applies when an agent is actively working on it.
New
Pre-call form queue
In Progress
Waiting on Customer
True or False: For the Escalation Point field, agents can anytime choose either Tier 2 or Tier 3, depending on the issue.
True
False
