Purpose:
Ensure team members can correctly configure call recording, branding, routing, and verification inside client Sub-Accounts.

Full Name *

Company Email *

1. Where must call recording be enabled? *

A. Agency master account

B. Restoration Inbound account

C. Inside each client Sub-Account

D. Inside the Opportunities tab

2. Where do you go to enable call recording?

A. Settings → Business Profile

B. Settings → Phone System → Configure Number

C. Marketing → Triggers

D. Conversations → Smart Lists

3. What should the call recording announcement say?

A. “This is Restoration Inbound calling.”

B. “This call is recorded for marketing purposes.”

C. “Thank you for calling [Client Name]. This call may be recorded for quality assurance.”

D. No announcement is required

4. If calls show “Restoration Inbound” instead of the client name, what is the most likely issue?

A. The contact is tagged incorrectly

B. The SDR is using the wrong script

C. The Business Profile / A2P registration is not configured correctly

D. The opportunity stage is wrong

5. If outbound calls route to Vlad’s phone unexpectedly, where should you check first?

A. Smart Lists

B. Email templates

C. Call Routing inside Phone System > Number > Number Configuration

D. Reporting dashboard

6. Call recording only needs to be enabled once in the master account.

TRUE

FALSE

7. A test call must be placed after enabling recording to confirm it works.

TRUE

FALSE

8. CNAM and SHAKEN/STIR configuration impacts caller ID branding.

TRUE

FALSE

9. Transcripts automatically appear even if call recording is disabled.

TRUE

FALSE

10. Cold Call Outreach may begin before recording disclosure is configured. *

TRUE

FALSE