How To Create/Update/Delete A Contact
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- 1.
Why is it important to input your contacts into the database?
- A.
To make sure they receive marketing material
- B.
To keep a record of their details for yourself
- C.
Because they like to be spammed
- D.
To allow partners to get in touch with them
Correct Answer
A. To make sure they receive marketing materialExplanation
It is important so they receive marketing material such as our newsletter, our Budget summary and our regular sector e-newsletters. That way, C+T will be on their mind if an opportunity comes up.Rate this question:
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- 2.
Where would you go to create a contact form?
- A.
Advance
- B.
Outlook
- C.
Sophie’s desk
- D.
The intranet
Correct Answer
D. The intranetExplanation
1- Go onto the Internet by typing “S3” in internet explorer.
2- General --> Office Tools --> C+T Contacts.Rate this question:
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- 3.
If your contact is a potential private client and does not have a company, what would you write in the “company” field?
- A.
I would leave the field blank
- B.
I would write “N/A”
- C.
His/her name
- D.
Kim Kardashian
Correct Answer
A. I would leave the field blankExplanation
Do not fill in fields with anything other than the information it requires.
If you would like to add something, write it in the marketing notes section. (e.g. where you met the person, what service you think they might be interested in etc.)Rate this question:
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- 4.
How would you fill the general contact field for Mrs Kerry Manton?
- A.
Mrs K Manton
- B.
Mrs Kerry Manton
- C.
Mrs Manton Kerry
- D.
Lady Whatsherchops
Correct Answer
A. Mrs K MantonExplanation
The correct answer is Mrs K Manton because it follows the standard format of using the title "Mrs" followed by the initial of the first name and the full last name.Rate this question:
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- 5.
How would you fill the general contact field for Mr John Rodger?
- A.
Mr J Rodger
- B.
J Rodger Esq
- C.
Mr John Rodger
- D.
Jolly Rodger
Correct Answer
B. J Rodger EsqExplanation
The correct answer is "J Rodger Esq" because "Esq" is an abbreviation for Esquire, which is a title used to address a man in a formal or professional context. Since the question asks for the general contact field, using this title would be appropriate to show respect and professionalism when addressing Mr John Rodger.Rate this question:
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- 6.
If your contact is Lord A Dublin, what would you write in the general contact field?
- A.
Lord A Dublin
- B.
I would ask Sophie or Kerry
- C.
Lord Dublin Esq
- D.
Dublin Football Club FC
Correct Answer
B. I would ask SopHie or KerryExplanation
If they have an honorary title such as Lord, Sir or Dr, please get in touch with Sophie (240) or Kerry (360) to check what the general contact should be.Rate this question:
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- 7.
How do you choose which partner to pick for your contact?
- A.
I would pick the partner depending on its sector of expertise
- B.
I would pick the partner I work with the most
- C.
I would pick the partner who was present when I met the contact
- D.
Toss a coin
Correct Answer
A. I would pick the partner depending on its sector of expertiseExplanation
Make an executive decision depending what sector your contact fits in. The partner does not need to have met the contact.Rate this question:
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- 8.
If your client has mentioned he/she does not want to receive any marketing material, which mailing preference would you choose?
- A.
Mailing sent elsewhere
- B.
No per partner
- C.
Contact regarding shopping trip
- D.
No per client
Correct Answer
D. No per clientExplanation
If the client has explicitly stated that they do not want to receive any marketing material, the most appropriate mailing preference would be "No per client." This option indicates that the client's preference to not receive marketing material will be respected and no such material will be sent to them.Rate this question:
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- 9.
When would you choose “mailing sent elsewhere” as a mailing preference?
- A.
If the contact does not want to receive any information
- B.
I would never chose this option for contacts, this is only for clients
- C.
If I am unsure what mailing preference to pick
- D.
If I’m stuck for time
Correct Answer
B. I would never chose this option for contacts, this is only for clientsExplanation
This option should never be chosen for contacts because it is specifically meant for clients. It indicates that the mailing should be sent to a different address or location other than the contact's address. Since this preference is only applicable to clients, it should not be selected for regular contacts who do not require their mailings to be sent elsewhere.Rate this question:
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- 10.
What will happen if you do not pick a mailing preference?
- A.
Your contact will never receive any marketing material
- B.
Your contact will be deleted from the database
- C.
Your contact will not receive anything marketing material for the first 3 months
- D.
Kerry and Sophie will cry
Correct Answer
A. Your contact will never receive any marketing materialExplanation
If you do not pick a mailing preference, your contact will never receive any marketing material. This means that they will not receive any promotional emails, newsletters, or any other form of marketing communication from the company.Rate this question:
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- 11.
If you are unsure at any steps of the process, what should you do?
- A.
Ask a colleague
- B.
Ask Kerry or Sophie
- C.
Ask a partner
- D.
Give up
Correct Answer
B. Ask Kerry or SopHieExplanation
When unsure at any steps of the process, it is advisable to seek help from someone who may have more knowledge or experience in the matter. Asking a colleague, or specifically Kerry or Sophie, can provide valuable insights and guidance to overcome any uncertainties. This approach promotes collaboration and problem-solving, ensuring that the task is completed effectively. Giving up should not be the immediate response, as seeking assistance can lead to a better understanding and resolution of the issue at hand.Rate this question:
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- 12.
Which one of the following is NOT a reason for deleting a contact?
- A.
Your contact passed away
- B.
Your contact is now a client
- C.
Your contact has a new email address that you know
- D.
Your contact has a new email address that you don't know
Correct Answer
C. Your contact has a new email address that you knowExplanation
This is not a reason for deleting a contact because even though the contact has a new email address, you still have knowledge of it. Therefore, you can update the contact information instead of deleting it.Rate this question:
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- 13.
When should you zz a contact?
- A.
If the contact has moved jobs and their new position does not make them a potential client/referral giver anymore
- B.
Never, zz is only for clients, contacts should be deleted
- C.
Your contact is now a client
- D.
If they have changed their first name
Correct Answer
B. Never, zz is only for clients, contacts should be deletedExplanation
There is no “zz” for contacts. “zz” is used when clients aren’t clients anymore, but still have fees to be processed. Just delete the contact!Rate this question:
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Current Version
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Mar 17, 2023Quiz Edited by
ProProfs Editorial Team -
May 29, 2015Quiz Created by
Chiene_Tait
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