New Employee Training Quiz 101

What are some of the different ways to search on the business side of CRM?

Name, social security number, drivers license, password, mailing address, phone number, email address

Name, social security number, drivers license, PO Box, mailing address, phone number, email address

Name, social security number, drivers license, PO Box, address, phone number, tax ID number, email address

When setting up an organization, if the BP does not have their tax id number; save the BP information and create an interaction record to have the BP call back with their tax id number.

True

False

When verifying an account by tax ID number, only the last 4 digits are required.

True

False

When verifying an account by social security number, only the last 4 digits are required.

True

False

Which field do you use to search for an organization?

Business Name field

Last Name field

Organization Name field

First Name field

What is another name for Business Agreement?

Account ID

Customer Account Number

Business Partner Number

Contract Number

To report a potential problem or service order, you must be a BP living within Cleco territory.

True

False

What is the service order number for the BP at 1621 TURKEY CREEK RD / GLENMORA LA 71433? (number ONLY)

Critical care customers receive an extra 12 days to pay past due bills.

True

False

What is the difference between a premise and connection object?

Connection Object is the entity / premise is the address

Connection Object is the device / premise is the address

Connection Object is the address / premise is the entity

None of the above

Which facts are true about critical care customers?

They must recertify every 3 years

No certifications are needed once the medical form is received

They must recertify every 2 years

An end date is required when entering a critical care form

What is the meter number for apartment b26 at 2625 north Causeway Boulevard?

The customer is ready to reconnect after repairs at 404 Cherry Hill Circle in Leesville, La. Which permit(s) are required?

Leesville outside city -Vernon Parish permit

Leesville outside city -Vernon Parish 911 permit

Leesville outside city -Vernon Parish sewer permit

Leesville outside city -Sabine Parish permit

Leesville outside city -Sabine Parish 911 permit

Was the partial power outage order entered correctly at BA#200002391676?

True

False

Project Coordinator service orders are scheduled between 9:00am - 1:00pm, Monday - Friday.

True

False

New Employee Training Quiz 101

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