Want to create interactive content? It’s easy in Genially!
Day 7 CRM Case Guide Jenga
Jesse Jenner
Created on March 21, 2025
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Christmas Spirit Test
View
Corporate Icebreaker
View
Retro Bits Quiz
View
Sailboat quiz
View
Sailboat Quiz Mobile
View
Bomb Quiz
View
Witchcraft Quiz
Transcript
CRM Case Guide quiz
Use your CRM Case Guide section in your NexCell Notes as a resource!
start
question 1/10
OPPONENT’STURN
YOURTURN
Which case will you always resolve and close? Meaning that no further action is needed on the case.
Supervisor Callback Case
MOU Verbal Agreement Case
Fulfillment Case
WELL DONE!
YOURTURN
next
question 2/10
OPPONENT’STURN
YOURTURN
What Queue would you assign a Supervisor Callback Case to?
NY CDPAP Registration
NY CDPAP Escalation Management
WELL DONE!
YOURTURN
next
Question 3/10
OPPONENT’STURN
YOURTURN
What Category would you use for a fulfillment case for English paperwork?
NY CDPAP Inquiry
Povider Specific Paperwork
NY CDPAP Supervisor
Customer Facing Technical Issue
WELL DONE!
YOURTURN
next
question 4/10
OPPONENT’STURN
YOURTURN
How do you finish completing a Supervisor callback Case?
Cancel Case
Resolve and Close
Save and Close
WELL DONE!
YOURTURN
next
question 5/10
Which case utilizes this template? Name: Best Number: Description of Issue: Expected Results: Steps Taken:
OPPONENT’STURN
YOURTURN
Fulfillment Case
System Issues Case
MOU Verbal Agreement
WELL DONE!
YOURTURN
next
question 6/10
OPPONENT’STURN
YOURTURN
What will the status of a MOU Verbal Agreement Case be when you have completed it correctly?
Active
Resolved
Cancelled
WELL DONE!
YOURTURN
next
question 7/10
OPPONENT’STURN
YOURTURN
What will the status of a Fulfillment case be when you have completed it correctly?
Active
Resolved
Cancelled
WELL DONE!
YOURTURN
next
question 8/10
You notice this case in the Consumer's Recent Cases tile in CRM. Was this case completed correctly?
OPPONENT’STURN
YOURTURN
Yes
No
WELL DONE!
YOURTURN
next
question 9/10
OPPONENT’STURN
YOURTURN
Which case requires caller system troubleshooting before creating it?
MOU Verbal AgreementCase
Fulfillment Case
System Issues Case
WELL DONE!
YOURTURN
next
question 10/10
OPPONENT’STURN
YOURTURN
How do you finish completing a MOU Verbal Agreement Case?
Save and Close
Resolve and Close
Cancel Case
WELL DONE!
YOURTURN
next
OPPONENT’STURN
YOU WIN!
Put the following code in Adobe Chat: CRM Case Ninja
YOU LOOSE!
yourturn
try again
Write an awesome title here
KEEP IT UP!
Oh no!
START
BACK
NEXT