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
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
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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