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WorksheetsWednesday CRM Quiz
Total questions: 15
Worksheet time: 8mins
What tab will you use in the CRM to update your personal information?
Dashboard
Agent
Profile
Documentation
True or false
It is imperative you follow the valuation sequence in order to give the correct offer to the client
True
False
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
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
If a property's RVM is 575,000
What should we offer the client?
1,550
1,600
1,755
1,825
Where can you find the property valuation tool?
RPR
Slack
Remine
CRM Dashboard
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
What is the minimum amount of leads you should be claiming each day?
(a)
What do we multiply the valuation by in order to determine how much we can offer?
.0027
.27
.03
27
How do you disposition a Spanish speaking lead?
Wrong number
Invalid number
Wrong language
Contacted (non english)
True or false: When creating an offer in the notes tab you should always include time, time zone, and state?
True
False
True or false: When the homeowner says not interested we automatically DNC (do not contact) the lead?
True
False
The property you claimed sold 3 years ago, RPR only shows the AVM. You used the CRM valuation tool to find your offer amount. What PDF would you upload to create the offer
CRM
RPR
Remine
You should always confirm the accuracy of the valuation you found by pressing the "valuation" button inside of the lead page after claiming.
True
False
How much time do you have to disposition your lead from the time you claim it?
1 hour
4 hours
20 minutes
35 minutes
