CRM test Flashcards
explain how to change the phone number and email for a distributor (4)
- look up acct
- confirm
- edit
- change!
How do you move a PCF/retail customer to a distributor?(4)
- look up
- confirm
- move acct (drop down)
- Distributor
What does the Account Identification button do (3),
and where is is located?
- view general Account details
- Interactions
- ADR results.
top left section
What does the Account Overview button show you (2)
and where is it located?
- view and
- change detailed acct. information
top left section.
What does the Order management button do (2)
and where is it located?
- place and
- find orders
top left section.
What does the Complaints button show you (2)
and where is it located?
- create and
- find replacements and returns
top left section.
What does the Agent Inbox show you (3)
where is it located?
- view open
- escalated
- or fixed interactions
top left section
What does the Points management button do
where is it located?
- View and manage points
top left section.
What does the Order tracking US tool do
where is it located?
What does the Order Tracking tool do?
tracks orders placed in the US.
bottom left section
tracks orders placed in Canada
What does the Accounts tool do and where is it located?
Searches for accounts
bottom left section.
What does the Reinstate Account tool do and where is it located?
reinstates a terminated acct
bottom left section
what is the format of social insurance numbers?
3-3-3
How much will a business portfolio cost if purchased over the phone?
online?
with an ADR?
- $25
- 12.5
- 12.5
What is the format for a Tax Id
2-7
How do you create or manage a callers online login? (3)
- go to drop down “open report”
- select “acct information services
- select manage in the top right of the pop up window
