Bernie's S3D'S QUIZ
Bernie's S3D Quiz
Welcome to Bernie's S3D Quiz! Test your knowledge on account management and processing procedures in a fun and engaging way. This quiz is designed for those looking to enhance their understanding of FASTlane and related concepts.
- Multiple choice questions
- Checkbox options for deeper understanding
- Learn as you go!
1. In addition to creating account, what else does the FASTlane let you do?
A. Get to work timely
B. Supports management of all accounts throughout the account lifecycle.
C. Change lanes effectively
2. How many account types are listed on the account type reference table?
A. Eight
B. Six
C. Ten
3. How many phone numbers can a customer have per phone type?
A. One
B.Three
C. Two
4. What two procedures can you do in the Vehicle Data Entry tab?
A. Buy tabs for a car
B. Enter vehcile details
C. Identify other accounts associated with the LPN
5. What does the search sub-menu do?
A. Lets you pick the sub sandwhich you want to order
B. Allows for the search and display of all documents that have been returned
This will trigger the system to use a alternate communication channel
6. When processing returned mail the envelopes are always opened.
A, True
B. False
7. For mailing purposes, the "Direct Retailer" is handled like a regular customer account.
A. True
B. False
8. Selecting the Process Conversion button has the system confirm the successful completion of the account and conversion and, (check two that apply)
A. Post a payment in the account if any
B. Process a refund
C. Display the Account Details Overview screen of the converted account
9. The Account History Tracking items can be filtered by which categories (choose all that apply)
A. Financial Operations
B. Pass options
C. Phone numbers
D. Account
E. Case
F. Communication
10. Account History Details include? (choose all that apply)
A. Time Stamp
B. Source
C. Page number
D. Details of the event
11. A modification of the Mailing or the Shipping address triggers the system to do:
A. Post a tracking item to the Account History
B. Add more postage
C. Select the link displaying the communication preferences
12. What does the Primary Details pannel on the Overview Screen show you?
A. Make and Model of account holders vehicle
B. The last payment made on the account
C. A general summary of account information
13. How many manually Communication types that can be created by a CSR are there?
A. Seven
B. Six
C. Five
14. When a CSR/CSC agent opens and works in a customers account it is critical for the representative to document the account, how many note types are available in the system?
A. Four
B. Six
C. Three
15. The Account Management Screen is governed by navigation rules, in this rule Mandatory Fields are marked with an: (choose the one that applies)
A hashtag (#) and highlighted in yellow
B. A plus sign (+) and highlighted in blue
C. A at symbol (@) and highlighted in purple
D. A asterisk (*) and highlighted in red
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