Cases
Presentations
Lead Statuses
Parent Portal (Account)
Salesforce Navigation
100

When creating a case, you would assign it to...

What is Your Supervisor?

100

Presentations can be given to....

What is anyone?

100

Salesforce Lead is new

What is Marketing Qualified?

100

Passwords and usernames can be updated on the LG's...

What is Account?

100

KB stands for...

What is Knowledge Base?

200

We submit RS (Resolution Specialists) cases for things like...

What is Additional Information Requests?

200

We link ___  benefit's to the parent's priorities/concerns.

What is at least 2?

200

Spoke with someone who stated they are no longer interested

What is Recycle?

200

A Salesforce Account includes all of the family's...

What is contacts & opportunities?

200

You can access your Five9 in Salesforce from the __ tab. 

What is the Phone/Engage button?

300


EC (Enrollment Changes) cases on Leads are used for...

What is Portal Issues?

300

"What would be your student’s ideal school environment?" OR "How has this affected your student academically?" is an example of an...

What is an open ended question?

300

Lead has not yet been spoken to by an agent; therefore, eligibility and interest has not yet been determined

What is Establishing Relationship? 

300

The first name entered when creating the Parent Portal account is the...

What is the LG's name?

300

The Differentiator chart can be found in the....

What is the KB?

400

DP (Document Processing) cases are never submitted on...

What is Leads?

400

Public Enrollment ____ offered in the state of Connecticut.

What 'is not'?

400

Lead meets eligibility requirements and is interested in the program.

What is Working?

400

This portal is only available to specific students, in specific regions.

What is the Apply Now Portal?

400

We should only use the ____ Console, in Salesforce. 

What is the "Sales Console - Lightning Experience"?


500

The person who closes a case in informs the family of the resolution is....

Who is the original case owner?

500

To participate in the FLEX program a student must have..

What is passing scores, good attendance, attend any SPED meetings, communicate with teachers, turn in work on time, and participate in class?

500

Lead is looking for a previous K12 student's transcripts. 

What is Rejected?

500

The account name consists of the LG's...

What is last name and phone number?

500

List Views contain ______ that need to be called.

What is families (Leads)?

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