WorksheetsCRM Management
Total questions: 7
Worksheet time: 5mins
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
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
(a)
An opportunity is considered inactive when its last visit was from more than ... days ago.
(a)
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.
