How Much Do You Know About CRM?

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.

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.

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.

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.

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.

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.

If a lead is in Reserve, it means that it is available.

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.

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.

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.

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.

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.

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.

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.

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.

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".

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.

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.

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.

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.