This Post Call Workshop quiz for North America, July 2011, assesses knowledge on the use of the Post Call Follow-up tool, applicable to GBW eligible seat-holders. It evaluates understanding of real-time data presentation, navigation within Client Connect, and alignment of recommendations based on client initiatives.
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From the g.com ID
From Proxy
From the client-friendly URL link
With a 24 hour delay
Real-time
With a 30 minute lag window
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Contact Tab
Attachments Tab
Pre-Call Contact Dashboard
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A detailed description of the entire conversation with the client
Key takeaways from the conversation with the client
Next steps
Why this specific research is being included
PDF attachments for research
Action items
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