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
What are the different ways to search on the technical side of CRM?
Location of the service
TLN
Device number
Business agreement #
Premise number
Account ID #
A CSR/Agent can create a BP for an organization?
True
False
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
How many connection objects are at 19310 Slemmer Road?
1
2
4
3
How many premises are at 2747 Highway 28 east?
94
1
97
none of the above
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
Is "check availability" required on every type of service order?
True
False
Is Martin Flynn approved to cut a seal for a Cleco customer?
True
False
Project Coordinator service orders are scheduled between 9:00am - 1:00pm, Monday - Friday.
True
False
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