Practice More Quizzes:
Q:
Why might a sales team want to organize their lead data in Salesforce? Select all that apply.
Q:
Why might you want to organize your data as Leads in Salesforce? Select all that apply.
Q:
Why might a sales team want to organize their lead data in Salesforce? Select all that apply
Q:
Let’s say a member of a sales team only wants to display leads in their list whose lead status is open, so they decide to create a filter. When adding their filter, what should the Field, Operator, and Value be in order to show this list view? Select the most appropriate answer to fill in the blue boxes in the following image of Salesforce’s filter feature. (Hint: this is the filter created In the Guided Project: Editing and Filtering Leads)
Q:
Let’s say a member of a sales team only wants to display leads in their list whose lead status is open, so they decide to create a filter. When adding this filter, what should the Field, Operator, and Value be in order to show this list view? Select the most appropriate answer to fill in the blue boxes in the following image of Salesforce’s filter feature. (Hint: this is the filter created In the Guided Project: Editing and Filtering Leads)
Q:
What does the “Select Fields to Display” control allow you to do in Salesforce? Hint: You can access this list view control by clicking on the gear icon; you learned about this in the Guided Project: Editing and Filtering Leads.
Q:
When would a sales team member want to use the “Select Fields to Display” control in Salesforce? Select all that apply. Hint: You can access this list view control by clicking on the gear icon; you learned about this in the Guided Project: Editing and Filtering Leads.
Q:
When would you want to use the “Select Fields to Display” control in Salesforce? Select all that apply. Hint: You can access this list view control by clicking on the gear icon; you learned about this in the Guided Project: Editing and Filtering Leads.
Q:
True or False: Building brand awareness through ads on platforms like Facebook is an example of a campaign.
Q:
Which of the following is true of campaigns?
Q:
What information can a marketing associate find in the Campaigns tab of the Sales App? Select all that apply.
Q:
Which of the following statements about associating leads with a campaign is true?
Q:
When adding multiple leads to a campaign at one time, when would a marketing associate want to change the Member Status field from “Sent” to “Responded”?
Q:
True or False: When creating a New Task within a campaign, a marketing associate can only assign tasks to themself.
Q:
Why would a marketing associate want to create a task inside a campaign?
Q:
True or False: A marketing associate should only create a New Task within a campaign for themself, not for other members of their team.
Q:
Imagine you are a sales ops specialist supporting a marketing associate at your company. The marketing associate has a task to “Update Member Status from Email System”. The marketing associate checks their email, and sees that 5 leads (out of 5 total) have responded to a campaign. What should the marketing associate do next? Select all that apply.
Q:
Imagine you are a sales ops specialist supporting a marketing associate at your company. The marketing associate has a task to “Update Member Status from Email System”. The marketing associate checks their email, and sees that 2 leads (out of 5 total) have responded to a campaign. What should the marketing associate do next? Select all that apply.
Q:
Imagine you have a task to “Update Member Status from Email System”. You check your email, and see that 2 leads (out of 5 total) have responded to a campaign. What should you do next? Select all that apply.
Q:
Imagine a marketing associate provides you with this spreadsheet of inbound leads data. You notice 2 title fields are empty. What should you advise them to do?
Q:
Imagine a marketing associate provides you with this spreadsheet of inbound leads data. They also tell you that Danika’s email is actually danika27@tedstoys.com. What should you advise them to do?
Q:
Imagine a marketing associate provides you with this spreadsheet of inbound leads data. They also tell you that Yaloo Search is a typo and should be Yazoo Search. What should you advise them to do?
Q:
Imagine that you are a sales ops specialist supporting a marketing associate at your company. The marketing associate has imported their lead data into Salesforce, but they notice that they can’t find the company field in the lead object. What might be the reason for this? Select all that apply.
Q:
Imagine that you are a sales ops specialist supporting a marketing associate at your company. The marketing associate has imported their lead data into Salesforce. The marketing associate notices that all fields are displayed, but they only want to see the name, lead status and email fields. How can you help them with this? Select all that apply.
Q:
True or False: Based on the work you did in the Independent Project, evaluate the following statement: marketing associates should associate leads with a campaign after they hand off leads to the sales team.
Q:
Should marketing associates make sure to associate leads with campaigns before handing them off to the sales team?
Q:
True or False: Based on the work you did in the Independent Project, evaluate the following statement: marketing associates should associate leads with a campaign before they hand off leads to the sales team.
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