1.
The Post Call Follow-up tool is only applicable to GBW eligible seat-holders?
Correct Answer
A. True
Explanation
The Post Call Follow-up tool is only applicable to GBW eligible seat-holders. This means that the tool is specifically designed and intended for individuals who hold a GBW eligible seat. It may not be available or applicable to individuals who do not meet the criteria for GBW eligibility. Therefore, the correct answer is true.
2.
GBW Initiatives and Recommendations information for the seatholder is presented
Correct Answer
B. Real-time
Explanation
The information for the seatholder is presented in real-time, meaning that it is updated and available immediately as it happens. There is no delay or lag in the presentation of this information.
3.
How do you navigate to the Post Call tool within Client Connect?
Correct Answer
C. Pre-Call Contact Dashboard
Explanation
To navigate to the Post Call tool within Client Connect, you need to access the Pre-Call Contact Dashboard. The Post Call tool is located within this dashboard and allows you to record and review information about your client interactions after a call. The Contact Tab and Attachments Tab do not provide access to the Post Call tool.
4.
How many initiatives can be chosen to view Recommendations on?
Correct Answer
B. Five
Explanation
Users can choose to view recommendations on five initiatives. This implies that there are multiple initiatives available and the user has the option to select any five of them to view the corresponding recommendations.
5.
The recommended research that is aligned to each initiative is pulled from the same search engine that GBW leverages?
Correct Answer
A. True
Explanation
The explanation for the answer "True" is that the question states that the recommended research aligned to each initiative is pulled from the same search engine that GBW leverages. Since the question does not provide any information to suggest otherwise, it can be inferred that the answer is true, indicating that the recommended research does indeed come from the same search engine as GBW.
6.
The recommended research within the Post-Call follow up tool is based on both the client's initiative and phase?
Correct Answer
B. False
Explanation
The recommended research within the Post-Call follow up tool is not based on both the client's initiative and phase. The statement implies that the research is dependent on both factors, but the correct answer is false, indicating that there is another factor or factors that determine the recommended research. Unfortunately, without further information, it is not possible to provide a more specific explanation.
7.
To include additional research notes not outlined in the recommnended research section, the Res ID will need to be included. This ID can be found
Correct Answer
C. From the client-friendly URL link
8.
When personalizing an email, the To, CC, and BCC fields will automatically be populated?
Correct Answer
A. True
Explanation
When personalizing an email, the To, CC, and BCC fields will automatically be populated to ensure that the email is directed to the intended recipients. This helps in saving time and reducing the chances of making mistakes while manually entering the email addresses. By auto-populating these fields, it becomes easier for the sender to focus on the content of the email rather than spending time on entering the recipient details.
9.
Best practices for the email 'Header' include (check all that apply)
Correct Answer(s)
B. Key takeaways from the conversation with the client
C. Next steps
D. Why this specific research is being included
F. Action items
Explanation
The best practices for the email 'Header' include including key takeaways from the conversation with the client, next steps, why this specific research is being included, and action items. These elements help provide a concise and clear summary of the conversation, outline the next steps to be taken, explain the relevance of the included research, and highlight the actionable tasks that need to be addressed.
10.
You have the ability to save your personalized signature from Outlook?
Correct Answer
A. True
Explanation
Outlook allows users to save their personalized signature, which can be added to the end of their emails. This signature can include the user's name, contact information, and any other relevant details they want to include. By saving the signature, users can easily add it to their emails without having to manually type it out each time. This feature helps to save time and ensure consistency in the user's email communications.