WIP
DocuSign Deal Workflow Quiz
Test your knowledge on the proper procedures for handling DocuSign deals in our engaging quiz! Designed for those involved in sales support, this quiz will help you understand the essentials of managing deals, notifications, and internal communication effectively.
- 8 multiple choice questions
- Score your knowledge and learn best practices
- Great for team training and individual assessment
I have received a notification in the inbox for a DocuSign, there is not invoice in CRM, what do I do next?
Leave as first docs in, let someone work the deal.
Delete the email and remove first docs in stamp.
Check if we have all of the envelopes back and move to clarification on docs, invoice required.
Leave as first docs in, put invoice required.
There is an approved CDD email for a deal worked yesterday, what would I do?
Forward the email to the person that worked the deal.
Close the task on CRM, put it on the WIP tab and leave for the next day.
Close the task on CRM, put it at the bottom of today's deals to work highlight in Blue.
Close the task in CRM, do nothing else.
A sales person replies to me directly with the answer for a deal worked yesterday, what should I do?
Pick the deal up straight away and get it worked.
Forward the email to the relevant group mailbox so it can be logged in and added to the WIP tab.
Add it to the WIP tab myself to work the next day.
Delete the email, I'm sure the sales person sent it to the group mailbox, it'll get picked up by someone.
I started working a deal but I cannot get it finished today and need to pick it up tomorrow, what do I do?
Leave it in my name and remember to pick it up the next day.
Leave it in my name and add it to the WIP tab with a note to pick it up.
Put TBC against the deal in today's tab, the TL's will see it and move it over.
Change sales support owner to UK_SPOCCTI and add it to the WIP tab with TBC.
Change sales support owner to UK_SPOCCTI, this will mean it will get picked up the next day.
I have a deal to second check, but there are queries, what should I do?
Put it on Hold in the activations tab with notes, email the first checker and note in CRM what needs to be corrected.
Put on Hold in the tab, someone will see it.
Skype the first checker, they should get the deal sorted ASAP so no need to make a note of it.
Put it on Hold in the activations tab, make a note in CRM.
What order do I work the virtual tray in?
Top to bottom
Urgent deals in red first
Any internal WIP in blue in the morning
All of the above.
How do I remind myself to chase internal WIP?
Put a calendar reminder in my inbox
Email the inbox, the queue manager will email me to remind me to chase.
Add it to the WIP tab, to chase it for the next day.
Email the group mailbox, drag it to the internal WIP subfolder and go into that folder every day to chase those deals.
Email myself as a reminder
My deal is missing several internal and external WIP items, how should this be logged in CRM?
Log an open task for each separate item of WIP that is missing
Move the deal from my name to the relevant WIP user
Add a completed task or call with DWIP or PWIP
All of the above
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