Quiz · Module 7

For practices: partner console and consent

8 questions. The pass mark is 6 of 8, which is 70% rounded up. You can retake it.

Question 1

Who is the partner console meant for?

Question 2

What does a practice apply with?

Question 3

A partner wants to look at a prospect's summary before speaking to them. What applies?

Question 4

A client asks their consultant to correct an invoice through the client summary. What is correct?

Question 5

A client asks, "How will I know when my consultant looked at my summary?" What do you tell them?

Question 6

A Form 146 worksheet is ready. Who files Form 145/146?

Question 7

A client asks their customs broker to "close the EDPMS entry from the console". What is correct?

Question 8

In the services demo, how is the CA brought in on the Form 146 worksheet?

General information. Confirm with your AD bank or CA.