CIS Quiz #1

Q. Most important action to take BEFORE calling a fresh lead?

• Assigning yourself as the deal owner

• Sending them a text

• Move them to UQL 2

Q. An inbound call has come in, no online enquiry…. What next?

• Take notes on Slack

• Ask them to enquire online

• Create a new deal in the CRM & take notes

• Transfer to CS

Q. Where should we jot down credit card details?

• Private notes

• In Notion

What does this mean?

• Invalid String = missing property type

• Region is correct

• Not sure

Q. How do we mark a lead as closed-lost?

• Mark the deal stage as Closed then add a Lost Reason

• Delete the lead from the CRM

• Move the deal to LTFU (Long Term Follow Up)

Q. How to change the User Type template on a deal? (Student, Parent)

• Just leave it as is

• Erase the content and click the correct template

Answer explanation

We can also change the user type property

Q. Should we click the “Save For Everyone” button when filtering the CRM?

• Yes

• No

MQL: Call Scheduled did not answer. Which deal stage do I move them to?

• MQL: Sent Information

• SQL: Need To Follow Up

• Closed-Lost

• MQL: Need To Follow Up

How many UQL deal stages do we have?

• 2

• 3

• 4

• 5

Answer explanation

UQL: New Lead
UQL: Good Lead (2 hour)

UQL: Call Second

UQL: Call Third

UQL: Need to follow up

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