CRM
FORTIUS
DreamTrips
DREAMTRIPS SITE
Fortius 2 - The Sequal
100
What is CRM?
Email database we use to service customers
100
What are two ways you can search for Dreamtrip?
What is the "products" tab and "make bookings" on the short cuts tool bar
100
Who can view a Platinum Dreamtrip
What is all membership levels
100
WHAT INFORMATION DOES A MEMBER USE TO LOG INTO THEIR WEBSITE?
What is member id# and password
100
Where are 2 places you can go to re-send a Dreamtrip confirmation?
What is "messages" tab and "view summary" tab
200
What 2 items do you fill out under the "Review Case" bar?
Case type and issue type
200
What number do bookings in Fortius start with?
What is "1"?
200
Who can go on a Dreamtrip?
What is a member and guest or an adult 18 and older who is part of the household and household members
200
WHAT 4 THINGS DOES A MEMBER SEE AT THE TOP OF THE SCREEN WHEN THEY LOG IN?
What is NAME, MEMBERSHIP LEVEL, DT POINTS, ROVIA BUCKS
200
When do agents do a manual booking?
What is when Dreamtrips.com shows the trip as sold out and Fortius does not
300
When replying to an email in CRM, what should you do with before you send the reply?
Change the address from your name to "dreamtrips".
300
What will be displayed if a Dreamtrip is available for booking?
What is "reserved"?
300
Can travel dollars be directly used to purchase a Dreamtrip?
What is no
300
CAN A MEMBER SIGN UP ANOTHER MEMBER ON DT.COM
What is YES
300
Name 3 pieces of information you can see at the top of the screen once you've pulled up a booking in Fortius
What is booking number, booking date, days until travel, payment status, invoice generated?, primary passenger, booked for, member ID, member type, booked by
400
What information do you fill out under "servicing the case" tab?
What is "send first email response"
400
What are 4 things a Tier 1 agent can do in Fortius?
What are name changes, bookings, cancellations, add/remove travelers
400
Name 4 items found on the "Additional information tab"
What is check in, check out times, max occupancy, number of DT points, children fees, trip close date.
400
WHAT 3 TABS ARE IN THE BACKOFFICE
What is DASHBOARD, MY ACTIVITIES, MY INFORMATION
400
How do you view the Dreamtrip number and Dreamtrip Specialist in Fortius?
What is pull the confirmation using the "view summary" tool in the shortcut tab and hover over the dreamtrips@rovia.com hyperlink the confirmation
500
When are two times you close out a case in CRM?
When you have answered the member's questions and when you are awaiting for a member's response.
500
When booking or cancelling a Dreamtrip with multiple currencies, how do you process the payments?
What is "save each form of currency and then confirm the booking/cancellation"
500
How many days does a welcome member have to book a Dreamtrip
What is 90 days
500
WHAT 4 ITEMS CAN A MEMBER VIEW UNDER THE DASHBOARD?
What is DT POINTS, ROVIA BUCKS, EARNED, PREFERRED CUSTOMERS
500
Will a booking number of 98754 appear in Fortius?
What is no?
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