CRM Quiz
CRM Mastery Quiz
Test your knowledge of CRM fun
Featuring 11 questions that cover:
- Lead management techniques
- File handling and organization
- CRM navigation and usage
What does the Flag lead section do?
Move the file in the workflow
Upload files to that clients file
Spam user to look at file
Tell us what company this client belongs to
What information can be found in the lead details section? Check all that apply
RDL
Social security
Phone number
Address
ROI
Email
ITF
CSA
What section do we use to move the file in the pipeline?
Add Action and Comment
Lead Files
Portal Links
Lead details
What section of the CRM do we leave notes about the client?
Notes and comment section
Actions History
Lead files
Portal links
What does the upload files section do?
Show the clients birthday
Show the clients social security
Upload files to the CRM
To view a clients ITF date
What icon will you use to view uploaded files?
Magnifying glass
Red eye
Downward arrow
Pencil
What icon will you use to open files?
Magnifying glass
Red eye
Downward arrow
Pencil
What icon will you use to download files?
Magnifying glass
Red eye
Downward arrow
Pencil
What icon will you use to hide a file?
Magnifying glass
Red eye
Downward arrow
Pencil
What section can we see if a file has been viewed, downloaded or hidden?
Upload files
Flag lead
Lead files
Files History
Files should be worked in what order?
Newest to oldest
Most recent
Priority
Oldest to newest
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