Qualifying Marketing Leads: Assessment Test Questions

  1. What is included in the lead qualification workflow in Acumatica ERP?
    • Stages that relate to particular actions performed by marketing or sales employees while they qualify leads (correct)
    • A fixed series of mandatory steps that cannot be customized for different business processes (incorrect)
    • Automated email campaigns assigned to each lead by default (incorrect)
  2. What is a stage of the lead qualification workflow?
    • A lead status (incorrect)
    • An easy-to-identify required or optional phase that relates to actions that an employee performs during lead qualification (correct)
    • A state of a lead that an employee can change by clicking commands on the More menu (incorrect)
  3. How can you calculate the marketing lead score? Select all the correct responses.
    • Manually if you are a member of the marketing team (correct)
    • By using marketing automation solutions, such as HubSpot (correct)
    • By evaluating the lead's response rate to email campaigns (incorrect)
    • By determining by the lead's job title and industry (incorrect)
  4. Which lead qualification statuses are used in Acumatica ERP? Select all the correct responses.
    • New (correct)
    • Open (correct)
    • In progress (incorrect)
    • Pending (incorrect)
  5. What command can you use on the Leads form to change the lead status to Converted?
    • Convert to Opportunity (correct)
    • Qualify (incorrect)
    • Accept (incorrect)
  6. What can you do if a lead starts showing interest in the company's products or services after being disqualified?
    • Reopen the lead to track its history and eliminate duplicates in the system (correct)
    • Convert the lead to an opportunity and pass it to the sales team for further qualification (incorrect)
    • Delete the lead from the system (incorrect)