Show:
Meetings
Statuses
CRM for Outlook
Goals and Action Plans
100
This is the button on the ribbon that will show the meeting as a completed action.
What is Mark Complete?
100
This is what you should do as soon as you exit a new status. Hint: CRM will prompt you with a reminder.
What is run the workflow to send the notification of this client's change in status to a predetermined list of Business Leaders?
100
This is the first button you will click on to track an email or meeting.
What is Track?
100
This is the link you click in the CRM Client form to access the Client's goals.
What is Action Plan?
200
These are the two items you must address in order for meetings to show as completed on reports.
What are 1)select the CFL meeting type and 2)Mark Complete
200
When you add a new status, this is the status for the Client's previous status.
What is Inactive?
200
This is what will happen if you do not select anything for the Set Regarding when tracking an email or meeting.
What is the activity will stand all by itself in CRM, not associated with a Client.
200
This is how many goals per metric you can have.
What is 1?
300
This is what you must do before you can add an attachment to an activity.
What is Save the Activity.
300
When you add a Client Status of Pending Term, you need to attach this to the status.
What is the Term letter?
300
These are the 3 ways you can tell if you have tracked an email successfully.
What are 1)Fisher Price heads on the email 2) Track becomes Untrack and 3) the email has a footer with CRM information in it.
300
This is how many results sets you can have for one goal.
What is two?
400
This is the name of the area where you should add comments about the meeting in the meeting activity.
What is in the Notes area.
400
This is what you should document in the status. Hint: The acronym is DIRE.
What are the issue and recovery efforts? (Describe Issue and Recovery Efforts)
400
This is what you must do to cease tracking of an email conversation.
What is click on Untrack?
400
This is the link would click on to update who owns the goal.
What is Manage Responsible Persons?
500
Congratulations! You win the points just for having the courage to select this question!
Add full value points to this team's score.
500
This is what you will attach if TeamHealth has recruiting issues for a Client.
What is the recruiting plan from the recruiting leader.
500
To track a recurring meeting, this is the only way to track it. (Choices: track the series or track the occurrence)
What is track the series?
500
This report will show you the details of action items for a Client.
What is the Action Plan Report?