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Learning Bee Gets Out Of Debt: Salesforce CRM

Race to the end of the honeycomb, but don't get stung. Answer questions correctly to win the sweet, sweet honey pot!

shantelldejesus
Created Date 01.28.20
Last Updated 01.29.20
Viewed 20 Times
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Topics of this game:
  • What section in salesforce displays company and department reports?
  • What does CRM stand for?
  • True or False: Creditor Escalations handles clients that have made formal complaints
  • Which tab displays up to the last 50 files you accessed?
  • A database of useful information that can help you in your day to day role
  • How to send standardized electronic correspondence to clients?
  • The program NDR uses to contact clients who have important updates on their file
  • The Main DS – Agreements section shows which 3 types of agreements?
  • Where can TMs note the client’s file and find previous notes?
  • The client details section can be broken down into 3 areas of client information
  • Once a client sends us a document it can take 24 to 48 hours to be processed and appear
  • If a document is pending processing the document will be listed in this tab
  • flashes to indicate important information that needs to be reviewed with the client
  • True or False: A PS Refresh can be conducted with a pending deposit
  • Where do you go in Salesforce to conduct a PS Refresh
  • Which tab do you go to make changes to a clients deposit schedule?
  • Client wants a copy of his contract & SIF offers
  • After completing a deposit change what do you have to send the client?
  • True or False: confirmation emails are sent when documents are uploaded to the portal
  • List the 3 Benefits of a PPA
  • Button on CC page that saves changes made
  • ledger of all financial activity happening & forecasted to happen on the clients account
  • A client receives this document when they save $600 or more on one of their accounts
  • Define Hardship
  • Benefits of the client portal
  • When logging a call, the following fields must be updated:
  • True or False: Log a call shows previous notes or e-mails placed on the client’s file
  • The employee who created the client's file can be found where?
  • Where can we see all of the accounts a client has enrolled in the program
  • You can edit info here clicking enable & save the info by clicking disable?
  • A clients account should automatically populate when
  • Where can you find the date the clients first deposit will be drafted from their account
  • Where do you find the estimated fee the client will pay NDR for negotiations
  • Which tab can you see the SIF amounts for all of the settled accounts?
  • The notes that are mostly left by the negotiations and banking team are found...
  • Which of the following is not a hardship
  • What is not necessary when reviewing required items
  • Checking the status of an ATD
  • Based on what you previously learned, what is a PS Refresh?
  • Why can a PS Refresh change the dollar amount of a clients deposit?
  • A PS Refresh can still be done if a deposit is scheduled within the next 5 business days
  • What are some of the effects of making a negative deposit change
  • The client calls in adv he wants to add GLS to account. The client is 28 days enrolled.
  • Client Question: When will you settle my first or next account?
  • Client Question: Why am I paying you when I can do it myself?