To CCEC or Not To CCEC....that is the questions

A vibrant illustration depicting a customer service representative engaging with a customer over the phone, surrounded by visual elements representing leads, appointments, and communication.

To CCEC or Not To CCEC

Test your knowledge with our engaging quiz on the CCEC process! Designed for individuals involved in customer service and sales, this quiz covers various scenarios and best practices.

  • Learn about handling lead statuses
  • Understand when to use CCEC
  • Enhance your customer communication skills
11 Questions3 MinutesCreated by EngagingHelper345
What is the status of this lead?
Pending Reschedule
In progress
Sale Approved
Quoted
Appointment is scheduled to happen today - the Same Day the customer calls requesting to cancel/reschedule their appointment.
 
What do you do?
Customer Calls to Cancel - Do you: CCEC, Cancel or Lead Notes
CCEC
Cancel
Lead Notes
IBC customer wants to reschedule. Do you: Reschedule, CCEC or Lead Notes
Reschedule
CCEC
Lead Notes
IBC customer wants to confirm. Confirm, CCEC or Lead Notes
Confirm and CCEC
Lead Notes
CCEC
Which of the following reason requires a CCEC
IBC to cancel/reschedule an appointment for today (today's date).
IBC to cancel/reschedule an appointment for a future date
IBC to change appointment time for future date
OBC to confirm an appointment and customer wants to cancel/reschedule. What do you do?
Cancel/Reschedule lead
Send email to branch
Open a CCEC?
Add Lead Notes
IBC from customer requesting to reschedule. CCEC or Lead Notes
CCEC
Lead Notes
What does it mean when a lead is "in progress"
Sales Rep has been routed
GM added to their calendar
CCEC is required for everything
IBC on this day requesting to reschedule. What do you do?
CCEC
Lead Notes
Reschedule
Cancel
Email
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