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Wednesday CRM Quiz

Authored by Steven Krueger

Professional Development

University

Used 19+ times

Wednesday CRM Quiz
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15 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What tab will you use in the CRM to update your personal information?

Dashboard

Agent

Profile

Documentation

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

True or false

It is imperative you follow the valuation sequence in order to give the correct offer to the client

True

False

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the correct valuation sequence?

Last Sold Date

RVM

CRM

Remine

CMA

CMA

RVM

Last Sold Date

CRM

Remine

Last Sold Date

Remine

CRM

CMA

RVM

CRM

Last Sold Date

RVM

Remine

CMA

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which two columns do you find when opening the claim page?

Name

Number

Important Leads

Unimportant Leads

High Priority

Normal Priority

Call list

Do not list

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

If a property's RVM is 575,000

What should we offer the client?

1,550

1,600

1,755

1,825

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Where can you find the property valuation tool?

RPR

Slack

Remine

CRM Dashboard

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the process to claim a lead

Agent> Clients>Unassigned>Claim Lead

Agent> Claim Page> High normal priority> claim lead

Agent> Clients>Claim lead

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