Spread Sheet Exercises

An illustration of a person using a laptop with a spreadsheet open, surrounded by icons related to customer service and lead management, vibrant colors

Excel Mastery: Lead Management Quiz

Test your skills with our interactive quiz centered around effective lead management using spreadsheets. Dive into real-world scenarios and discover the best practices for recording and following up on leads.

Designed for all skill levels
Engaging questions to challenge your knowledge
Instant feedback on your progress

5 Questions1 MinutesCreated by ManagingData202

Estimated time: 3-5 Mins

Open the Spreadsheet and enter the below records in your presonal Sheet (not in the Booking sheet). Please ensure you Choose the Status as "No Follow Up" for all these records

Case 1
Name: John
End of Lease Cleaning job
Mobile number
0405014932
Verified
Email address Sales@bestlocalcleaners.com.au

Type
End of Lease Cleaning
4 bedrooms
2 bathrooms

Start date
Flexible: within the next few days

Location
57 Damask Drive Tarneit VIC 3029
Preferred contact time
Anytime

---------------------
Case 2
Name: Mike
End of Lease Cleaning job
Mobile number
0405014932
Verified
Email address Sales@bestlocalcleaners.com.au

Type
End of Lease Cleaning

2 bedrooms
2 bathrooms

Start date
Flexible: within the next few days

Location
11 Damask Drive Tarneit VIC 3029
Preferred contact time
Anytime

----------------------------
Case 3
Name: Michael
End of Lease Cleaning job
Mobile number
0405014244
Verified
Email address Marketing@bestlocalcleaners.com.au

Type
End of Lease Cleaning

2 bedrooms
2 bathrooms

Start date
Flexible: within the next few days

Location
11 Eva West Tarneit VIC 3029
Preferred contact time
Anytime

----------------------------
Case 4
Name: David
End of Lease Cleaning job
Mobile number
0408014244
Verified
Email address Marketing@bestlocalcleaners.com.au

Type
End of Lease Cleaning

4 bedrooms
2 bathrooms

Start date
Flexible: 20th of this month

Location
11 Ian Potter Tarneit VIC 3029
Preferred contact time
Anytime

----------------------------
Case 5
Name: David
End of Lease Cleaning job
Mobile number
0408014244
Verified
Email address Marketing@bestlocalcleaners.com.au

Type
End of Lease Cleaning

4 bedrooms
2 bathrooms

Start date
Flexible: 20th of this month

Location
11 Ian Potter Tarneit VIC 3029
Preferred contact time
Anytime

Once Finished Move on to the next question.

Once finished Select here to see the Answer

As per the lead SLA you need to call the Cust as per below timelines

On your first attempt you were unable to connect to the Cust, and reached his voicemail.

In your spreadsheet what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

Once finished Select here to see the Answer

As per the lead SLA you need to call the Cust as per below timelines

For Record 1-3

On your Second attempt you were unable to connect to the Cust, and reached his voicemail.

In your spreadsheet what action should you do?

For Record 4-5

On your Second attempt, you emailed the quote to the Cust.

In your spreadsheet what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

Once finished Select here to see the Answer

As per the lead SLA you need to call the Cust as per below timelines

For Record 1-3

On your Third attempt you were unable to connect to the Cust, and reached his voicemail.

In your spreadsheet what action should you do?

For Record 5

Cust accepted the Quote online

In your spreadsheet what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

Once finished Select here to see the Answer

As per the lead SLA you need to call the Cust as per below timelines

For Record 1

On your Fourth attempt you spoke with the client and emailed him the quote

In your spreadsheet what action should you do?

For Record 2

Cust Requested a call back at 5pm.

In your spreadsheet what action should you do?

For Record 3

Voicemail again

In your spreadsheet what action should you do?

For Record 4

Cust informed you that he has hired another company

In your spreadsheet what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

Once finished Select here to see the Answer

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