Yesware & Pipedrive Activities
- 1.If you have a scheduled call and you connect with the parent and qualify them, but don't close them. Which activity should you set up for that call?
- A.
QC- Scheduled Call (VM)
- B.
PostQC- Purchase Decision (VM)
- C.
QC- Scheduled Call (Complete)
- D.
QC-Other
- 2.Used to mark a scheduled call that does not show up.
- A.
QC-Rescheduled Attempt (VM)
- B.
QC- Scheduled Call (VM)
- C.
QC- Scheduled Call (Bad Time)
- D.
QC- Mainline (VM)
- 3.Which of the following should be checked off when sending an email to a prospect?
- A.
Cc. Sales
- B.
Have CRM checked off
- C.
Bcc: [email protected]
- D.
Bcc: [email protected]
- 4.Where can you find the "Lost- Too Expensive" template in Yesware?
- A.
Sales Objection & Rejection Content
- B.
Testive Common Objections
- C.
Lost deal Template
- 5.Which activity should you set for Lorena before marking deal "won" in Pipedrive?
- A.
Happiness- Schedule Mid Program Attempt
- B.
Onboarding- Complete Onboarding
- C.
PostProgram- Email
- D.
None of the above
- 6.In which scenario should you use the "Call" activity in Pipedrive?
- A.
When a parent calls the mainline
- B.
When you receive a telephone number through Drift
- C.
Never
- 7.Only use the "Email" template when you need to manually log an email in Pipedrive.
- A.
True
- B.
False
- 8.You answer a mainline call and qualify. How should you log this activity?
- A.
Mainline- Inbound Sales Call
- B.
QC- Mainline (Complete)
- C.
QC- Other (Complete)
- 9.After qualifying a parent on the phone you should always send a follow up email. Which email template should you use?
- A.
#1 - Move To Considering/Purchase Decision
- B.
#1- Move to Considering (NO Parent)
- C.
Why Testive Coaching Is Better than A Tutor Or Class
- D.
What is Testive
- 10.What should you do if there are two deals created in Pipedrive for the same person?
- A.
Delete one
- B.
Merge them
- C.
Pick one and rename other to [DEAL NAME + inactive]
- D.
Do nothing
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