Creating Leads: Assessment Test Questions

  1. What is a marketing lead in Acumatica ERP?
    • An individual or organization that has never expressed any interest in your company's products or services but that you want to engage to work with your company (incorrect)
    • Contact information that represents an individual or company with potential interest in products or services that your company offers (correct)
    • A company whose employees have not yet expressed a potential interest in products or services your company offers (incorrect)
  2. How can you create a lead in Acumatica ERP? Select all the correct responses.
    • By manually entering its data on the Leads form (correct)
    • By uploading new leads from an Excel file on the Marketing Lists or Marketing Campaigns form (correct)
    • By clicking Create Lead on the Email Accounts form (incorrect)
    • By integrating with Google Analytics to automatically create leads based on website traffic (incorrect)
  3. Which of the following can you do with a lead in the system? Select all the correct responses.
    • Change the lead class for a lead (correct)
    • Extend a lead to be a customer (incorrect)
    • Associate a contact with a lead (correct)