The Basics
Interactions
Travel & Event Management
Miscellaneous
Business/Operational Processes
100
The Term CRM stands for...
What is Customer Relationship Management?
100
When I receive an interaction but do not have an answer to it, but I know someone who does, what do I do?
What is assign the interaction?
100
Any recruitment activity taking place off campus.
What is a travel management activity?
100
This object can be an Organization, Institution, or High school
What is an Account?
100
A applicant wants to change their major. What is the process?
What is e-mail ADMProcessing?
200
This system speaks to Talisma every night.
What is Banner?
200
A prospective student is looking for directions to the Dobbs Ferry campus. I provide the information to the student in an interaction with standardized wording.
What is a canned response?
200
When a student who is already registered for an event, but can no longer attend, this is changed.
What is participation status?
200
This URL Address is used to access Talisma.
What is CampusNet.Net?
200
Not doing this to an Or Statement in a Filter will cause messy results.
What is Group?
300
Usernames begin with these three numbers
What is 296?
300
An unanswered interaction turns into high priority after this amount of time.
What is 72 hours?
300
Once a travel management activity is completed, this is added to the record to plan for future events at the school.
What is post travel comments?
300
How do we differentiate if we are in the Live Environment or Train Environment?
What is the font color? (Train is red)
300
If a student inquired as a Freshmen but applied as a Transfer student for the same system, what property needs to be updated?
What is update Lead Type to Transfer?
400
Workspaces are team based. What team are we on?
What is Admissions?
400
This view is used to see Open and Pending Interactions.
What is ADM Interactions Workspace/SSSC Interactions Workspace ?
400
If a student attends an event at one campus but is registered for the event at another campus, what do we do?
What is set participation status as a walk-in for the event attended, and Attended at another campus for the original event?
400
Every person has a contact record, but not every contact record has a ____ record.
What is a lead?
400
Running this will lower the total number of records seen in the table view.
What is a filter?
500
Clicking "New" activates this panel.
What is the Search box?
500
This Alias is used to record all interactions
What is Mercy College Admissions?
500
How do we mark 30 students at once as registered?
What is select students, select set properties, and set status as registered?
500
The e-mails that are sent in a campaign can be seen under this tab.
What is mailer?
500
Members of this group are the Go-To's for any Talisma question.
What is the Talisma Advisory Group?
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