Unscramble Me
Unscramble: TPCORDU
PRODUCT
What type of customer is a lead?
New to Bank
The type of customers that opportunities are created for
Existing to Bank
What can be done to ensure that one is notified of all updates relating to a case created?
Follow
What does CRM stand for?
Customer Relationship Management
Unscramble: CSOELD
CLOSED
When a lead is succesfully nurtured, what is the name of the Object that should directly follow after?
Opportunity
If an opportunity does not result in a sale, what is the Opportunity Status updated to?
Closed Lost
When a case is sent to you for actioning, what is the first step
Acknowledge
Product type: What does RSA stand for?
Regular Savings Account
Unscramble: DSLAECTAE
ESCALATED
Leads created from the Website are referred to as...
Website leads
After you create a lead and you wish to have it reassigned to another person, what do you do?
Change owner
What should a case be classified as after it is deemed invalid?
Junk
What does CUI stand for?
Customer Update Information
Unscramble: ESCAFORLSE
SALESFORCE
When a lead is created twice, a notification comes up. What does the notification advise?
The lead has been duplicated.
When creating an Opportunity, what is the second stage
Prospecting
After a case is acknowledged and thereafter the SLA is breached, what stage automatically results?
Escalated
What does AFP stand for?
Application Form Product
Unscramble: NETRSOIULO
RESOLUTION
When a customer comes into the Bank for a service/request, what is this lead source called?
Walk-In
What is the final stage recorded for an opportunity that is successful?
Closed Won
From the customer's perspective, what should happen when a case is closed?
Customer receives a notification of closure and a survey to rate service
What does JARVIS, stand for?
Just A Rather Very Intelligent System