CRM in WorkBook

Creating Prospects & Contacts

Creating a Pipeline

Creating & Managing CRM Activities

I’m a whizz at this now. Test me!

I’m a whizz at this now. Test me!

CRM in WorkBook I’m a whizz at this now. Test me!

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Question 1 of 5

1. Question
TRUE OR FALSE? “You can add time against a pipeline.”
- TRUE
- FALSE
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Question 2 of 5

2. Question
Map the icon to the correct record type.
Sort elements
- Prospect
- Client
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Question 3 of 5

3. Question
Finish the sentence: “Interest codes are used for…
- …Categorizing a pipeline to indicate how interesting the work is."
- …Categorizing your contacts so that you can add them to tailored lists."
- …Adding to an activity to indicate the type of new business activity."
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Question 4 of 5

4. Question
What does the pipeline status automatically impact?
- Probability % of winning the pipeline
- The point that it turns into a job
- Who gets assigned as the responsible person on the pipeline
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Question 5 of 5

5. Question
What is the icon for marking a pipeline lost?
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