Advisor Leads - PHI
Advisor Leads - PHI Quiz
Test your knowledge on the advisor leads process with this engaging quiz aimed at enhancing your skills and understanding. Perfect for professionals looking to polish their approach and ensure client satisfaction.
- 8 informative questions
- Multiple-choice and checkbox formats
- Instant feedback on your answers
How many digits can we put in for the client's call back number?
10
11
12
13
A CCR can offer a specific time of the day to the client for a callback and put it on the preferred callback time field?
True
False
What details we can put on the preferred callback time field? Select the answers that apply.
AM
PM
Morning
Noon
Night
Anytime
What do we need to do if the caller requires an advisor with a different language from English or French?
Say to the caller that it's not possible.
Let the client know that once the advisor called them they can let the advisor know that they want an advisor that speaks a different language.
Indicate Y on the "Identify if Leads team Special Handling field" and include the required language in the details
If the client provided additional contact number, what do we need to do?
Add it in the phone number field
Advise the caller that we can only accept one phone number
Include it in the additional information field
What is the TAT for the advisor to call the client?
1-2BD
3BD
5BD
Make sure to add salutations (Hello, Please, Thank you) when creating the request.
True
False
Which is correct when providing details of the client? A. First Name: Frances B. First Name : Frances
A
B
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