Sales Force

Salesforce will compile Excel and Outlook?

• No, it is only Excel

• No, it is only Outlook

• Yes, both

• Yes but we have to keep using the others.

When do we need to unclick the box “Active booking”?

• If the booking is cancelled

• If I can't find it in Reservations and Groups

• If the booking is a past sailing

• If I can't find it at all in Lega

The Agency ID will always auto populate.

• Almost always

• Never

• Always

• Almost never

Name of the tab where I can see the escalation is assigned to me.

What is the field name where we need to input the booking #?

Where do I click to save the information I have edited?

What is the main tab we will use?

Internal comments will stay where we input them? Yes or No

We will know we are in the parent case because

• It doesn't have a blue number on "Parent case"
• It will have a blue link on "Parent Case"
• The Subject will say "Parent Case"
• The Owner Name will say "This is a Parent Case"

Where do I click to clone an escalation?