Quizzes Management

Quizzes may be used for the following purposes:

  • Marketing Investigation

    It is a survey to get feedback from the representatives. A quiz has no time restriction and required questions.

  • Team Self Training

    Based on the segmentation, a representative team studies the company recommendations for visiting target customers. To pass the quiz, it is required to give a specific percent of the right answers. The quiz can be passed many times, and the results will be shown at the end of the quiz.

  • Knowledge Estimation

    Estimate your representatives by restricting the time of a quiz and setting a passing score.

  • Customer Feedback

    Collect the targeted customers' feedback to increase the sales and effectiveness of your representatives.

Follow the guidelines to set up quizzes:

  1. Specify the representative access to the Quizzes objects and specify the way to pass the quiz.

    • Online by adding the quiz to the Home page or displaying the Quizzes tab.

    • Offline in case of integration with the CT Mobile app.

      Available only for the CT Mobile iOS.

    • Configure your custom process, for example, to link a quiz to the CT Pharma Activity record.

  2. Override Basic Action for Quiz of the Quiz object to have the ability to add questions and assign users.

  3. Add the Quizzes tab.

  4. Define the Quiz purpose and create a new Quiz with the required options:

    • create questions for the quiz;

    • specify the order of the questions;

    • activate the Quiz record.

  5. Assign representatives to pass the quiz.

    You can test the quiz as the administrator and next assign it to users.

  6. Additionally, customize reports to view the quiz results.

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