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SUPERVISOR ANNUAL EVALUATION FORM

A modern office setting with a supervisor reviewing evaluation forms, a group of diverse employees discussing in the background, bright and professional atmosphere.

Supervisor Annual Evaluation Quiz

Test your knowledge on the Supervisor Annual Evaluation Framework with this comprehensive quiz! Whether you are a supervisor looking to evaluate your practices or a team member wanting to understand the key criteria, this quiz is designed for you.

Key Features:

10 engaging questions
Multiple-choice and text response format
Assess your understanding of your role

10 Questions2 MinutesCreated by AssessingEagle452

Name:

The prospect/client phone number should be the first thing we use when searching the account in Keap.

True

False

Notes in Keap only covers appointment and call notes

True

False

Other

Please Specify:

Past Clients who are re-enrolling with appointment scheduled- Note in Keap will be "Case Update Appointment Confirmed"

True

False

Just hit "Send" when responding to emails

True

False

Always Select "Send and set as Waiting On Customer" when responding to an email/ticket

True

False

Enrollment can be completed without updated credit reports

True

False

Prospect email response Note in keap should be titled:

Account Notated

Account Update

Email Sent

Account Check

Account Note

Consultation Appointment Confirmed

Ticket Note

What are the steps of Enrollment?

This must always be included in your keap notes

Date, Time and Ticket Number

Date and Ticket Number

Ticket Number

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