QUIZ 5 CSR PROCESS

Which of the following is not a function of the CSR position?

CSRs should be familiar with which of the following?

When working with outside vendors, which of the following should CSRs do?

Get estimates in writing whenever possible

Send purchase orders with job details

Follow up on order status

Track jobs once they’ve shipped to Curry

All of the above

When is internal approval required on quotes? Select all that apply.

When the job has more than five items

When the order is over $500

When the client is in a hurry for the quote

When the job is going to an outsourced vendor

Whenever Paula is in the office

What job notes should be included with every order? Select all that apply.

Whether or not the job has been quoted

Whether or not the client is nice

Whether or not the job has been promised

Whether or not a particular designer should work on the job

None of the above

What should CSRs do if a job is a reorder or we’ve previously done a similar job?

Tell the client they already ordered this and ask if they’re sure they want to proceed

Print the work order on green

Tell production there’s no need to quality check the job

Pull the previous work order and put it in the job jacket

All of the above

Which of the following are part of the customer proofing process? Select all that apply.

Pull PDF proofs for reorders from the previous order’s proof folder on the drive and send that to the client for approval

Send any questionable artwork to outside vendors for approval prior to sending the client the proof

Confirm with client when you need approval by in order to meet their deadline

Stamp the proof APPROVED if the client doesn’t respond in a timely manner so we don’t miss the deadline

Changes should be given to the graphic designer or outside vendor for an updated proof

Unlock and Upgrade