Sales Central Basics Quiz

Question 1

A Person or Company that is already doing business with NYL is a

Accepted Answer

Relationship

Question 2

What key terms are in the same order as Approach Meeting-Fact Finder- Case Design-E-Life- Sale

Accepted Answer

Consumer, Prospect, Opportunity, Client

Question 3

A person who is willing to complete a fact finder is (a)

Accepted Answer

Prospect

Question 4

A prospect or client interested in Whole Life Insurance would create a (an)

Accepted Answer

Opportunity

Question 5

What information must you have to create a Consumer?

Accepted Answer

Phone Number, Email Address

Question 6

Under the Relationships tab on the Home Page you will find

Accepted Answer

Clients and Prospects, Birthday this Month

Question 7

What may you find when you click on the Significant Dates Icon on the Home Page?

Accepted Answer

Clients Birthdays and Policy Anniversaries

Question 8

Where do you find company leads in Sales Central

Accepted Answer

Opportunities

Question 9

Where can you find the Prospecting this Week report and the 25 point system report in SC?

Accepted Answer

FDS Agent tab under the Nine Dots on the top left

Question 10

Who will make Council or Summit in 2017 or 2018?

Accepted Answer

Me (you yourself)

Questions 10