NCL SALESFORCE TEST

What is the sales force definition of a Contact

A prospect within a Household/Account

In what bucket can i find service calls such as Bon Voyage, Final Payment and Welcome Home

Activities

Name two 'buckets' you are able to work under Contacts

Alaska Interest, Past Guests, Suite/Haven Guest

What is a direct opportunity

An opportunity to make a reservation. The Direct Opportunity must have the ship, itinerary, and sail date to qualify.

On which screen would you populate all qualifying information from the recipe and preferences about a contact?

Contact (Details)

Where do you populate all details pertaining to the opportunity (cruise you are trying to sell them on) you are discussing with a Contact?

Direct Opportunity

You are working your call lists for the day and you have selected 'Direct Opportunity' from the dropdown. The Direct Opportunity bucket/call campaign/call list that you are working is 'new': Your brand new lead from this morning John Smith does not pick up so you leave him a message and select call result 'Answering Machine - Left Message' . Later that afternoon you find John Smith in your 'afternoon leads' bucket. He does not answer so you would leave him a second message

False

You can only have one open opportunity at a time for a contact; therefore you must select the "Closed Lost" stage on any existing opportunities before you can create a new opportunity for the contact.

False

In Sales Force, you are able to view additional items related to a contact such as all coupon information, reservation history, direct opportunity hyperlinks, etc on the bottom half of a Contact's "Details" screen.

Fill out a Direct Opportunity for Hawaii because that is the current opportunity you are working on and document the Caribbean on the Contact's Details screen because that is his preference with no actual plans at this time

Scenario - You are speaking with contact John Smith. Throughout the process of qualifying, you learn that while he lives in Florida and normally prefers to cruise the Caribbean but has no plans to cruise there anytime soon, today he is leaning towards Hawaii for his next cruise, his 25th wedding anniversary. You should...

Fill out a Direct Opportunity for Hawaii because that is the current opportunity you are working on and document the Caribbean on the Contact's Details screen because that is his preference with no actual plans at this time

Life of a New Lead: You have attempted to reach your new lead John Smith on the first day you received it (6/1) in both the morning (New bucket list) and evening time (afternoon leads bucket list) with no luck. What bucket would you find John Smith in on Day Two (6/2)?

New Leads No Contact 2 Weeks

Which of the following is NOT a stage you can select for a direct opportunity?

Prospect

What do you select if a guest does not want to be contacted via phone, mail, or email?

Select checkbox "Do not contact"

What is the sales force definition of an Account

This is where all prospect information is stored. The account is how multiple contacts in the same household are grouped together.

It is important to enter all pertinent qualifying information on the Contact Detail (details) screen in the appropriate location because that is where we generate criteria for call campaigns that are worked from the contact list views.

True

When populating a call result of 'Contact Made' on a direct opportunity, the system will also require you to populate a corresponding stage for that direct opportunity. This is why you would populate 'Contact Made' at the end of the conversation.

True

Scenario: You are speaking with your contact Jane Doe. Last time you spoke, the direct opportunity was about the Sky for Labor Day weekend. Today she tells you they decided to do a land based vacation to the Bahamas for labor day and will never sail there in the future but are now interested in a European cruise next summer for her daughter's college graduation. You should...

Update the call result as 'Contact Made' and stage as 'Closed Lost' for the existing Sky opportunity because she said they will never sail to the Bahamas again. Then create a new opportunity with all opportunity information for the Europe

Please list at least 1 lead source.

WSF, WLF, CTC, IB, BR