Contacts Quiz
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1.
Which of the following is a good way to look up a contact?
2.
Before creating a new contact, what should you do first?
3.
When updating a contact, what must you do?
4.
True or False: Whenever a customer wants to change their address, we add a new Delivery address.
5.
True or False: Whenever a customer wants to change their shipping address, we will update the Contact Address
6.
True or False: If you update the delivery address for a contact, it will automatically update for any orders that have not shipped and are tied to that address
9.
To take payment, what button will you click on in the Sale Order?
10.
True or False: You have to copy the link from the customer preview and open it in "Incognito" mode to take payment
11.
True or False: When you want to send a customer the link to pay for an order, you will click on "Generate Payment Link" and send them that link
12.
What Tag will you use when a customer has cancelled an order or is returning an order for Refund?
13.
If you select the Updated Loupes order Tag, will it GUARANTEE that the order is put back to it's original place in the production queue?
14.
True or False: Loupes data will be transferred automatically to any Sales Order that is duplicated
15.
Which of the following represents the correct way to update a confirmed Sale Order
16.
For a warranty replacement, which of the following is true: