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WorksheetsPodio game | Sales B2B | Summer Peak YE 2223
Total questions: 15
Worksheet time: 3mins
An account is in "Active" when it is "valid" and has activities updated on Podio within the most recent _ months.
(a)
An account is in "Basket" when it is "valid" and has the latest record of "Communication History and Note" updated on Podio more than _ days before
(a)
Account Managers have maximum days to change the status from "No action" to "Approaching", days to change from "Approaching" to "In dialogue", _ days to change from "In dialogue" to "In partnership" if the deal is reached
90, 10, 60
60, 10, 90
10, 60, 90
10, 90, 60
There must be maximum _ Account Managers from _ team and no more than _ teams in one account.
3,1,4
3,2,1
2,2,2
2,1,2
Which is wrong when working with MC account in below actions?
Take the account freely as long as it is in the Basket status
Leave a comment asking MC in advance
If LC is approved by MC to handle the branch account, LC needs to update all information on Podio
What to do when create a new account on Podio?
Just create :))
Check carefully to avoid "overlapped account"
Post IG story to ask if anyone created that account
If the company's name is Công ty Cổ phần Tập đoàn F.I.T (F.I.T Group) then the name in Podio must be:
F.I.T Group Joint Stock Company
F.I.T Group
Công ty FIT
FIT
Công ty Cổ phần Tập đoàn F.I.T
Are activities updated on overlapped accounts recognized?
YES
NO
Which are considered "invalid" in bellow cases?
No update in "Communication History and Note"
No MoU/Contract uploaded while organization status is "In partnership", "Partnership Review", "Ex Partner"
No information of organization: address, telephone, main organization contact
No active Account Manager
All salesman can approach any account in "Basket" without any notification to current Account Manager, true or false?
True
False
Cannot conclude
All salesmen can approach any account in "Basket" without any notification to current Account Manager by which process below?
1. Change Account Manager
2. Update record of Communication and History note
3. Change status into "No action"/"Approaching"
4. Keep updating as usual process
1. Change Account Manager
2. Delete old record of Communication and History note
3. Keep updating as usual process
1. Change status into "No action"/"In partnership"
2. Delete old record of Communication and History note
3. Change Account Manager
1. Change Account Manager
2. Update old record of Communication and History note
3. Keep updating as usual process
Which process below is right?
Search Org -> Create account
Search org -> borrow account if there is already one/create new one if not -> create/update contact
Create org -> create contact -> update org
If an organization has many branches and you only have partnership with one branch, the account name must be:
Company name
Company name - Branch name
Branch name
Company + Branch name
Which partner types below are required to be updated by YE salesmen on Podio?
Cash, venue and in-kind sponsors
Learning partners
Guest speakers
University
Media press
You want to invite Ninh Tito for your workshop but LC NEU is working with him, how should you do?
Still contact them because Ninh Tito can be the guest speaker anywhere he wants
Check on Podio and ask the Account Manager from NEU first
Inform the Account Manager from NEU that we will work with Ninh Tito
Create new account of Mr.Ninh Tito on Podio
