Pipeline Specialist

Pipeline Specialist Quiz

Test your knowledge and skills as a Pipeline Specialist with our engaging quiz! This quiz consists of 10 questions designed to challenge your understanding of account management, Active Campaign usage, and specific client details.

Prepare to enhance your expertise:

Assess your knowledge on client accounts
Identify key processes and tools
Learn about different packages and coverage

10 Questions2 MinutesCreated by ManagingClient347

Scenario 1: Donna Breland emailed asking for the status of her account?

Canceled

Enrolled

Pending Enrollment

Where can you find the status of an account/deal on Active Campaign

Contact Page

Tool Bar

Deal Stage

Deal Status

Based on the latest Planstin report, what is Logan Wilkerson's package?

HSA Standard $5,000

HSA Basic $5,000

Copay Standard $5,000

CW HSA Standard $5,000 with Dental

What is the current account status of Lorraine Trow?

Active

Canceled

Changed

When did Karissa Shipp's coverage end?

8/31/2021

12/1/2020

12/31/2020

8/31/2020

Lisa Miller is under which Affiliate?

Realty One Group

EXp

Lokation

Front Porch Real Estate

Who is Devin Thiele's Affiliate?

Keller Williams

EXp

Chase International

Call It Closed

What do I click to leave a note on Active Campaign?

Add a contact note

Add a note

Leave a note

Add a contact task

Michelle McCracken called asking who she can speak with regarding her coverage. Where do we refer her?

Link the member to helpdesk.planstin.com

Refer to Deal Owner

Send her the link https://clearwaterhealth.zendesk.com/hc/en-us

Refer to Concierge Team

Answer her question

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