Client Segment&Automation Quiz
Client Segment & Automation Mastery Quiz
Test your knowledge on client segmentation and automation processes in ABC! This comprehensive quiz is designed to challenge your understanding and ensure you're well-versed in crucial topics.
- Multiple choice questions covering key concepts
- Discover the differences between client types
- Learn about automated email processes and strategies
Which are the client flags available in ABC?
Federal/Restricted, Key clients,Related Party and Standard
Intercompany, Federal/Restricted, Key clients, Standard
Federal/Restricted, Key clients ,JV, Standard
Federal/Restricted, Key clients ,JV, Intercompany, External
What is the difference between a key client and a Standard one?
Standard clients will receive an automated pre-chase and chase
Key clients won't receive any automated email
Key clients will only receive an automated chase email
None of the two will receive a chase
Key clients will only receive a pre-chase automated email
When is the automated pre-chase email sent?
15 days before due date
15 days after issue date
15-18 days after issue date
18 days before due date
None of the above
In case there is a contact email available in ABC
Who is included in the Federal Restricted customer flag?
Restricted, Federal Government, Strategic Clients, Complex Portals
All key clients
All Public clients
None of the above
Large Clients, Local Governments, State Governments, Local Councils, Local Services I.e. Police/Fire, Schools, Large Framework Agreements, CAM Accounts, Charities
If a Standard client has already receive the automated chase email, should you still chase ?
No, the chase was already sent
Yes, as per the collections strategy
No, I should escalate the case to the PM
Yes, by sending an LBA
Yes, by sending a FD
When is the chase automated email sent?
7 days after the invoice due date
5 days after the invoice due date
10 days after the invoice due date
15 days after the invoice due date
At due date
Should I leave a note in ABC after the automated emails are sent?
Yes
No, as the BOT is also updating ABC
In which case, an automated chase email is not sent out?
No contact email available
Customer is flagged as Standard
Invoice status code is missing
Invoice has a remaining amount on it
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