How Much Do You Know About CRM?
When you are in the business of buying and selling, one thing you need to ensure is that your clients are contempt and have no plans to switch up to your competitor. Customer service relations help a firm manage its interactions with customers and potential customers. Test how much you know about CRM and what it entails by taking up the quiz below.
- 1.
How many leads can each sales person have assigned to them at a time?
- A.
100
- B.
150
- C.
200
- D.
300
Correct Answer
D. 300Explanation
Each sales person can have a maximum of 300 leads assigned to them at a time. This means that they can handle a substantial workload and have a large number of potential customers to reach out to and convert into sales. Having a high number of leads assigned to each sales person indicates that the company has a strong sales team and is focused on maximizing their sales efforts.Rate this question:
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- 2.
If a lead is in Reserve, what does this mean?
- A.
It is unavailable
- B.
It belongs to a different sales person
- C.
It is available
- D.
It is a deal that was previously rejected
Correct Answer
C. It is availableExplanation
If a lead is in Reserve, it means that it is available.Rate this question:
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- 3.
What is the best way to find Payee Details for merchants?
- A.
Call them and ask them for this information
- B.
Email them and ask them for this information
- C.
Search leads then click “Toggle Payment Details”
- D.
Search on the CMS under “Deals” then “Merchants”
Correct Answer
C. Search leads then click “Toggle Payment Details”Explanation
The best way to find Payee Details for merchants is to search leads and then click "Toggle Payment Details". This option is likely to provide the necessary information about the payees. Calling or emailing the merchants may not always be efficient or effective in obtaining the required details. Searching on the CMS under "Deals" and "Merchants" may not specifically lead to the payee details.Rate this question:
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- 4.
What should you click to see what deal ran on Sept 6th, 2010?
- A.
“Flow Chart”
- B.
“Sample Deals”
- C.
“Leads”
- D.
“Scheduled Contracts”
Correct Answer
D. “Scheduled Contracts”Explanation
To see what deal ran on September 6th, 2010, you should click on "Scheduled Contracts". This option is likely to provide a list or record of all the contracts that were scheduled to run on that specific date. By selecting this option, you will be able to access the information about the deal that ran on September 6th, 2010.Rate this question:
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- 5.
After 30 days without activity on your lead, what happens?
- A.
Your lead goes to Reserve
- B.
You lose 1% commission on your sales for the month
- C.
The # of leads you can have at a time is reduced
- D.
You get an email reminder to do something with your lead
Correct Answer
A. Your lead goes to ReserveExplanation
After 30 days without activity on your lead, it goes to Reserve. This means that the lead is no longer actively being pursued or worked on. It is put on hold or set aside for future reference, but no further action is being taken to convert or close the lead.Rate this question:
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- 6.
If a lead is on reserve
- A.
You must get approval from management then assign it to yourself
- B.
You must ask other salespeople before assigning it to yourself
- C.
You can assign it to yourself without asking anyone
- D.
It must be assigned to you by someone else
Correct Answer
C. You can assign it to yourself without asking anyoneExplanation
If a lead is on reserve, it means that it has been set aside for a specific person or team. In this case, the correct answer suggests that you can assign the lead to yourself without asking anyone. This implies that if you believe you are the appropriate person to handle the lead, you have the authority to assign it to yourself without seeking approval or consulting with others.Rate this question:
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- 7.
If the City Planner rejects a contract you submit, you will have to
- A.
Duplicate the deal then re-submit it for approval
- B.
Modify the existing deal then re-submit it for approval
- C.
Drop the deal entirely. If it was rejected once, it cannot be approved in the future
- D.
Submit the same deal again unchanged
Correct Answer
B. Modify the existing deal then re-submit it for approvalExplanation
If the City Planner rejects a contract that is submitted, the correct course of action would be to modify the existing deal and then re-submit it for approval. This means making necessary changes or adjustments to address any concerns or issues raised by the City Planner, in order to increase the chances of approval. Simply duplicating the deal, submitting it again unchanged, or dropping the deal entirely are not appropriate responses to a rejection.Rate this question:
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- 8.
If a merchant wants to change parts of a contract that was approved, you will have to
- A.
Duplicate the deal then re-submit it for approval
- B.
Modify the existing deal then re-submit it for approval
- C.
Drop the deal entirely. If it was rejected once, it cannot be approved in the future
- D.
Submit the same deal again unchanged
Correct Answer
A. Duplicate the deal then re-submit it for approvalExplanation
If a merchant wants to change parts of a contract that was approved, they will have to duplicate the deal and then re-submit it for approval. This means creating a new copy of the contract with the desired modifications and presenting it for review again. Modifying the existing deal or submitting the same deal unchanged would not address the need for changes, and dropping the deal entirely is not necessary if the changes can be made and resubmitted for approval.Rate this question:
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- 9.
How do you avoid accidentally duplicating leads?
- A.
Ask other sales people before entering leads
- B.
Ask management before entering leads
- C.
Enter lead, then if you see it is a duplicate just delete the other one
- D.
Search leads with magnifying glass before entering new ones
Correct Answer
D. Search leads with magnifying glass before entering new onesExplanation
To avoid accidentally duplicating leads, it is recommended to search leads with a magnifying glass before entering new ones. This means conducting a thorough search within the existing database to ensure that the lead being entered is not already present. By doing so, the salesperson can prevent duplicate entries and maintain a clean and accurate lead database.Rate this question:
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- 10.
What tab should you click to access the Tutorials?
- A.
Dashboard
- B.
Deal Categories
- C.
Documents
- D.
Tessacation
Correct Answer
C. DocumentsExplanation
To access the Tutorials, you should click on the "Documents" tab. This tab is likely to contain various documents, including tutorials, that provide guidance and instructions on how to use a particular system or software. By clicking on this tab, users can easily access the tutorials and enhance their understanding of the system or software.Rate this question:
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- 11.
What is the default # of days for logs and messages that will appear on your dashboard?
- A.
2
- B.
7
- C.
15
- D.
30
Correct Answer
B. 7Explanation
The default number of days for logs and messages that will appear on your dashboard is 7. This means that any logs or messages older than 7 days will not be displayed on the dashboard.Rate this question:
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- 12.
How do I see how well my deal is doing throughout the day?
- A.
Click “Contracts”
- B.
Click “Users”
- C.
You can access this info on both tabs mentioned above
- D.
None of the above
Correct Answer
D. None of the aboveExplanation
The given options do not provide any relevant information on how to see how well a deal is doing throughout the day. Therefore, the correct answer is "None of the above".Rate this question:
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- 13.
When searching “Transfer Leads”, clicking the “Only Accounts” box will show you what?
- A.
Leads that have run with us before
- B.
New Leads only
- C.
Leads that have been sent back for modification
- D.
Leads that have never run on a daily deal site
Correct Answer
A. Leads that have run with us beforeExplanation
Clicking the "Only Accounts" box when searching for "Transfer Leads" will show leads that have run with us before. This means that the search results will only display leads that have previously been involved in a transaction or have been active on a daily deal site.Rate this question:
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- 14.
The easiest way to see your scheduled deals is to check
- A.
Email
- B.
Scheduled Contracts
- C.
Dashboard
- D.
Personal Calendar
Correct Answer
C. DashboardExplanation
The correct answer is Dashboard because it is the easiest and most convenient way to view your scheduled deals. The dashboard provides a comprehensive overview of all your deals, allowing you to quickly access and manage them in one central location. This feature ensures that you can stay organized and stay on top of your scheduled contracts effectively.Rate this question:
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- 15.
What is the best way to get leads without doing any research?
- A.
Wait for incoming leads
- B.
Ask a co-worker for ideas
- C.
Look at other websites deals
- D.
Look at leads available in reserve
Correct Answer
D. Look at leads available in reserveExplanation
The best way to get leads without doing any research is to look at leads available in reserve. This means that there is already a pool of leads that have been gathered or collected previously, and they can be accessed and utilized without the need for additional research. This option allows for a more efficient and immediate approach to obtaining leads, as the research has already been done and the leads are readily available.Rate this question:
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- 16.
According to the Flow Chart, what is the next step after a contract is signed?
- A.
The write-up is entered on the CRM
- B.
Fact-checking
- C.
Write-up details entered on the CRM
- D.
Deal is created
Correct Answer
C. Write-up details entered on the CRMExplanation
After a contract is signed, the next step is to enter the write-up details on the CRM. This means that all the necessary information and details related to the contract are recorded and documented in the customer relationship management system. This step is important for keeping track of the contract and ensuring that all relevant information is easily accessible for future reference and analysis.Rate this question:
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- 17.
Which of the following is a Deal Category we utilize the LEAST?
- A.
Travel
- B.
Activities
- C.
Dining & Nightlife
- D.
Fitness
Correct Answer
A. TravelExplanation
The given question asks for the deal category that is utilized the least. Among the options provided, "Travel" is the correct answer. This implies that compared to the other categories - Activities, Dining & Nightlife, and Fitness - the utilization of travel deals is the lowest.Rate this question:
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- 18.
Who gets the credit for a contract?
- A.
The person whose idea it was
- B.
The person whose lead it is
- C.
The city planner
- D.
Management
Correct Answer
B. The person whose lead it isExplanation
The person whose lead it is refers to the individual who takes charge and guides the process of securing the contract. They are responsible for coordinating and overseeing the necessary steps to successfully obtain the contract. This includes identifying opportunities, initiating negotiations, and ensuring all requirements are met. Therefore, they deserve credit for their leadership and contribution in securing the contract.Rate this question:
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- 19.
If somebody signs a deal for someone else’s lead, who gets credit?
- A.
The person who signed the deal
- B.
The person who put in the lead
- C.
The 2 people split it
- D.
Neither person gets credit
Correct Answer
B. The person who put in the leadExplanation
In this scenario, the person who put in the lead should get the credit. This is because they were the one who initially generated the lead and brought it to the attention of the person who signed the deal. The person who signed the deal may have closed the sale, but without the lead, they would not have had the opportunity to do so. Therefore, the credit for the deal should go to the person who put in the lead.Rate this question:
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- 20.
If a deal is rejected, will you know why?
- A.
Yes, you will converse with the city planner and he will explain it to you
- B.
Yes, he will write comments on the deal explaining why it was rejected
- C.
No, if it is rejected you will not know why unless you ask
- D.
None of the above
Correct Answer
B. Yes, he will write comments on the deal explaining why it was rejectedExplanation
If a deal is rejected, the city planner will write comments on the deal explaining why it was rejected. This suggests that the city planner provides feedback and communicates the reasons for rejecting the deal. Therefore, the individual will know why the deal was rejected through the comments provided by the city planner.Rate this question:
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Quiz Review Timeline +
Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
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Current Version
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Mar 21, 2023Quiz Edited by
ProProfs Editorial Team -
Aug 09, 2011Quiz Created by
Couptessa
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