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Lead Management

Instructor: Lakhan / Rathin User Name:

Results: Date:

Carefully read the questions and tick only one correct option

1. From which all channels (methods) can a lead be created?

 Manual

 Import

 Website/Webservice

 All of the above

2. What are the ways in which the lead can be searched?

 Quick Access Card on Summary Page

 Lead Search on Quick Links

 Both of the above

 None of the above.

3. In how many ways leads can be created?

 1

 2

 3

 4

4. While creating lead from lead tab of customer 360 some of the values of customer
gets auto populated on lead?

 Yes

 No

5. What is the order of milestones in lead creation process?

 Creation  In Progress  Closure

 Initiation  Negotiation  Close

 Start  Process  Finish

 Initiate  Process  End

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Lead Management

6. Which value will be populated by default for Department field in Assigned status
code for RM and CSR Role?

 Direct, Telesales and Retention Department

 Manual Assignment

 Both of the above

 None of the above

7. Field/s that are visible on layout based on the value selected on another field is
called?

 Dependent field

 Mandatory field

 Both of the above

 None of the above

8. A name given to an entity with one or more operations grouped together is


called?

 Role

 User

 Status code

 Milestone

9. All leads data will be uploaded from T24 system?

 True

 False

10. Set of criterions based on which a lead is assigned to a particular user?

 Assignment Rule

 Alert Rule

 Dedupe Rule

 None of the above

11. De-dupe is triggered whenever a duplicate lead is created?

 True

 False

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Lead Management

12. Which of the following is the de-dupe criteria?

 QID and Product

 Mobile and Product

 Email and Product

 All of the above

13. A duplicate lead will be marked as duplicate with the help of a marker on the
lead?

 True

 False

14. How many levels of escalations is provided in CRMNEXT?

 1

 2

 3

 4

15. What are the stages in closure milestone?

a) Not Interested

b) Rejected

c) Converted

Select the right answer from below

 All of a,b,c

 a,b

 b,c

 a,c

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