CRM Management

What is the correct account management process?

• _{Create Account}

  _{-> Work w/ accounts}

  _{-> Promote to Customer Light}

  _{-> Promote to Customer Full}

• _{Work w/ accounts}

  _{-> Create Account}

  _{-> Promote to Customer Light}

  _{-> Promote to Customer Full}

• _{Promote to Customer Light}

  _{-> Create Account}

  _{-> Work w/ accounts}

  _{-> Promote to Customer Full}

• _{Work w/ accounts}

  _{-> Create Account}

  _{-> Promote to Customer Full}

  _{-> Promote to Customer Light}

If there is an existing duplicate account, I should just add activities to that account instead of creating new one to save time.

• True

• False

Answer explanation

If you see an existing duplicate account that is the same to yours, ask these questions:

Does this account work with people of the business unit you're in?

Is that project finished or still ongoing?

Does your colleague who was in charge of this account also think you should add activities to it?

Try to align with your colleagues first before choosing to use the existing account.

If not, just click "Ignore And Save".

Choose the Campaign Names with correct structure:

• [TH,VN,MY] [FPP] Softprint awareness - LinkedIn May23

• SEA LinkedIn Ads 2023 September

• [KR,JP] [ES] Wiring tape launch - Trade Show May23

• 4513 Launch [Parent] - SEM Apr23​ ​

  [ANZ] [ITC]

A lead is considered an aging open lead if there is no activity past ... days

An opportunity is considered inactive when its last visit was from more than ... days ago.

Choose the correct statements:

• Opportunities can only be closed as Lost during the 3rd or 4th stage

• Opportunities can be closed as Lost at any process stage

• Opportunities can only be closed as Won during the 3rd or 4th stage

• Opportunities can be closed as Won at any process stage

Choose the correct statements about Inactive/Overdue OPPs:

• Overdue OPPs are OPPs that surpass the completion date​

  and still not closed or updated​.

• When an OPPs last visit >90 days, sales should add a visit/ appointment topic from an account then link it to the OPP.

• The system will automatically close Inactive/Overdue Opps on behalf of sales.

• Sales rep. should update the completion date asap to prevent Overdue OPPs.