
Salesforce - Target Accounts
Authored by Christopher James
Professional Development
Professional Development
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5 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the first thing you do when you get a Target Account?
Add the account to Salesforce?
Check for existing accounts?
Determine the contact?
Investigate the company on LinkedIn Navigator?
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the default stage when identifying the account as target account?
Disqualified?
Contact identified?
Meeting with contact?
Account Selected?
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
To set an account as a target account, you need to check which box?
Target account?
Target contact?
Target identified?
Target selected?
4.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
What are the 3rd and 4th stages of the prospecting flow?
Meeting with contact?
Account won?
Target identified?
Contact identified?
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
To track a scheduled a call, what do you need to create on the contact ?
A calendar reminder?
A contact?
An event?
A meeting?
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