Test Your Knowledge : Beginner Level 1

 

Don’t forget to check the cheat sheet below for answers :)


 

1.  How Do I search for a client?

  1. Click on the pencil icon of client and search by contact number
  2. Search in the reports


 2.  What are the Icons I can see after doing a client search?

  1. Prospect, Trial, Membership Bill & POS Billing
  2. Prospect, Trial & Membership Bill
  3. Trial, Membership Bill & POS Billing

3.  How can I create a membership bill for an existing enquiry?

  1. Only by going to the client profile and clicking on bills and receipts and create new membership bill
  2. Only by clicking on the membership bill icon after searching the client by the pencil icon
  3. Either Click on the membership bill icon after searching the client by the pencil icon or by going to the client profile and clicking on bills and receipts and create new membership bill

 

4.  Can I directly make a membership bill without creating an enquiry?

  1. No
  2. Yes

5.  Complete the sentence, Upgrade can be done .......

  1. to a product of a higher value
  2. to a product of a lower value
  3. to a product of any value

 

6.  How do I print a membership bill?

  1. Go to bills & receipts report & print
  2. Go to bills and receipts in client profile  and scroll down click on view bill and then click on print bill

7.  What action does 'Successful follow-up' do to a follow up

  1. closes the follow up status
  2. opens the follow up status

 

8.  Can I view my follow-ups and collections/balances due on the dashboard?

  1. Yes
  2. No

 9.  Will the dashboard show the birthdays and anniversaries of my members?

  1. Yes
  2. No

Cheat Sheet : Answers

1. Ans - 1

2. Ans - 1

3. Ans - 3

4. Ans - 2

5. Ans - 1

6. Ans - 2

7. Ans - 1

8. Ans - 1

9. Ans - 1