1) Where do we document the appointment? a) On the CRM and DGA page b) In DGA Page c) In the CRM d) No need, with the email confirmation, is enough 2) Do we need to document who the call was transferred to, in the CRM? a) it is your choice b) Only if the sales rep was nice c) No need, the customer knows who he is talking to d) Yes this is must 3) Must we change the Franchise if it says Franchise off Lease Corporate a) Leave it like that, corporate is the correct one b) Yes, to Franchise Off Lease Bradenton/Orlando c) Change it to Dayana 4) Is it ok to document the appointment in DGA page and not in the CRM? a) no b) yes c) as long as you do it in one place it's ok 5) For  Off Lease Only Orlando, when you schedule the appointment who do you assign it to, if no answer when attempting to transfer? a) Jose Guerrero b) Dayana c) yourself d) Orlando Greeters 6) For Off Lease Only of Bradenton,  when you schedule the appointment who do you assign it to, if no answer when attempting to transfer? a) Yadin Calderon b) yourself c) “Bradenton Greeters” d) Dayana 7) After scheduling an appointment do you have to transfer the customer to the dealership? a) Yes, the CRM instruction says to do so b) only if the customer is nice c) Only on Mondays d) Only if it is an odd attempt 8) On First attempt,  you must log call by completing the call task “web lead” or “other”, where do you find this action a) Scroll to the bottom of the page and select the blue respond button b) Click on phone icon c) and a Memo from DGA note 9) If you were able to transfer the call after scheduling an appointment, who do you assign it to in the CRM? a) Dayana b) Orlando/Bradenton greeters c) The sales rep who took over the call 10) Who must the primary and BDC login be left as? a) Dayana, unless a sales rep lets you know to change it b) Leave it, how it is do not touch it c) Henry Figueroa

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