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OneCRM

Total questions: 16

Worksheet time: 8mins

Name
Class
Date
1.

In One CRM ________ are usually schools but can also be institutions or organizations.

a)

Contacts

b)

Accounts

c)

Cases

d)

Fields

3.

A customer contacts us to follow up on a PO (Purchase Order). Is this a valid customer/request for the team?

a)

Yes

b)

No

4.

A customer from a K-12 school using a Higher Ed product contacts HE TS needing technical assistance. Is this a valid customer?

a)

Yes

b)

No

5.

Changing the _______________________ is required before making any changes on an existing case.

a)

Case Ownership

b)

Email Address

c)

Contact Details

6.

This tab contains the notes, email communications between the customer and agent(s), shared KBs, etc.

a)

Feed

b)

Details

7.

True or False: The right hand pane includes some sections including Account, Contact, Cases, etc

a)

True

b)

False

8.

A previously CLOSED case can be reopened up to __ days assuming it is for the exact same issue

a)

7

b)

14

c)

21

d)

24

9.

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:

a)

New

b)

In Progress

c)

Waiting On Customer

d)

Additional Information Received

10.

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.

a)

3

b)

2

c)

5

11.

This case origin applies when a customer fills out Contact Us Form and selects phone option.

a)

Chatbot

b)

Social

c)

Phone

d)

Web-Phone

12.

This case origin applies when a customer fills out Contact Us Form and selects chat option

a)

Chatbot

b)

Phone

c)

Email

d)

Social

13.

Business Vertical should be 100% of the time ___________________.

a)

Technical Support

b)

Higher Education

c)

MMND

d)

NA HE TS

14.

What is the specific format on subject lines for NA HE TS?

a)

Course Name - Issue

b)

Product - Short description of the issue

c)

Product - Resolution

15.

This case status applies when an agent is actively working on it.

a)

New

b)

Pre-call form queue

c)

In Progress

d)

Waiting on Customer

16.

True or False: For the Escalation Point field, agents can anytime choose either Tier 2 or Tier 3, depending on the issue.

a)

True

b)

False