Terms & Definitions
This term describes when a lead no longer meets our target profile or has no viable opportunity.
What is a an Unqualified (disqualified) Lead?
This is the default account type when creating a new account for someone who has not made a purchase.
What is a Prospect?
Opportunities can be moved out of this stage once it is verified through email or phone that the prospect has received the quote.
What is the "Proposal" stage?
This tool can be used to see the health of your sales pipeline.
What is a Salesforce Dashboard?
This is the weekly sales team revenue goal.
What is $300,000?
This is a type of Lead where an opportunity exists.
What is a Sales Qualified Lead (SQL)?
The only role who can move an opportunity to the stage "Invoiced Awaiting Deposit" is known as this.
Who is the Sales Coordination Manager?
This is the stage the Opportunity Owner moves the opportunity to after the proposal has been reviewed personally with the prospect.
What is "Client Seeking Approval?"
These are prewritten emails stored in Salesforce that help streamline prospect communication.
What is a Salesforce Email Template?
The expectation for all opportunities in Salesforce regarding their Estimated Project Start Date is...
What is zero opportunities past the Estimated Project Start Date?
This is the type of Lead SwiftWall calls a person who matches our target audience profile.
What is a Marketing Qualified Lead (MQL)?
This role is responsible for changing the Salesforce Account from Prospect to Customer once a purchase has been made.
Who is the Sales Coordination Manager?
This is a way to reference back to activities performed on an opportunity.
What is logged activity in the Salesforce Opportunity?
This Salesforce feature automatically reminds you to follow-up.
What is a New Task?
This is the expected Salesforce update frequency for each opportunity.
What is every 7 days or after each customer interaction?
This is what a person who is unfamiliar with SwiftWall and is seeking knowledge about the company or products would be called.
What is an Information Qualified Lead (IQL)?
All opportunities in this stage are the responsibility of the Estimating Team.
What is the "Creating Proposal" Stage?
This is the way to document which quote version was sent to the customer.
What is logging a quote into the Salesforce opportunity activity? (template or email log)
They approve all of the templates created in Salesforce.
Who is the Marketing Team?
What is 10?
This location is where the master and a sub accounts can be identified.
What is Account Hierarchy?
This Salesforce field is referenced to know if a DDR owns the account.
What is the DDR Account Assigned field?
When contact information is collected from a prospect with no opportunity, the sales person must enter it into Salesforce as this.
What is a New Lead?
This tool that can be used to track opportunities that can be used on or offline.
What is the Salesforce Mobile App?
This phrase describes an opportunity in Client Seeking Approval for over 60 days with no activity.
What is an opportunity "dying on the vine?"