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

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

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

To CCEC or Not To CCEC

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