Qualifying Sales Leads: Assessment Test Questions
- What should a sales manager recommend doing in Acumatica ERP if a lead is not
yet ready to buy but shows interest in the company's products or services?
- Return the lead to the marketing team for further nurturing by clicking Open on the More menu of the Leads form. (correct)
- Disqualify the lead by clicking Disqualify on the More menu of the Leads form and remove it from the system (incorrect)
- Immediately convert the lead to an opportunity by clicking Convert to Opportunity on the More menu of the Leads form (incorrect)
- Suppose that a lead has confirmed their interest in the company's products or
services. Which of the following actions should a sales manager take on the
Leads form? Select all the correct responses.
- Qualify the lead as sales-accepted by clicking Accept on the More menu (correct)
- Convert the lead to an opportunity by clicking Convert to Opportunity on the More menu (correct)
- Disqualify the lead by clicking Disqualify on the More menu (incorrect)
- Return the lead to the marketing team for further nurturing by clicking Open on the More menu (incorrect)
- Select all the steps that a sales team may include in their lead qualification
workflow.
- Converting the lead to an opportunity (correct)
- Extending a business account to be a customer (incorrect)
- Nurturing the lead (incorrect)
- Reopening a disqualified lead (correct)
- What can you do with a disqualified lead?
- Reopen the lead by clicking Open on the More menu of the Leads form (correct)
- Convert the lead to an opportunity by clicking Convert to Opportunity on the More menu of the Leads form (incorrect)
- Reopen the lead by selecting the Active check box in the Summary area of the Leads form (incorrect)