How should the administrator at Ursa Major Solar prevent high-priority accounts from being contacted more than once a day?

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Logging a separate task, call, or activity on the account is the most effective way to prevent high-priority accounts from being contacted more than once a day. By creating a distinct log for each interaction, the administrator can track when and how often contact has been made with that specific account. This helps in maintaining a clear history of communications and allows for better oversight regarding the timing of future outreach attempts.

This method allows for easy reference to avoid duplicate contacts and ensures that interactions are spaced appropriately according to the organization's policies for high-priority accounts. It also promotes accountability among team members, as each logged entry provides insight into past communications, allowing for more strategic planning of subsequent engagements.

In contrast, logging a case on the account or posting customer interactions in Chatter may not provide the necessary specificity required to control contact frequency effectively. Similarly, entering comments into the notes section lacks the formal structure provided by logging tasks or activities, making it more challenging to monitor and manage contact attempts systematically. Therefore, logging separate tasks, calls, or activities directly addresses the need to prevent multiple contacts in a day efficiently.

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