Stages
At the Lead level, you are instructed to completely ignore these two specific statuses for now.
Repeat and Nurture
In HubSpot, you looked at the left-side panel for navigation; in Salesforce, the navigation bar is located here.
Top (Horizontal) Bar
This interactive chevron bar at the top of a record acts as a roadmap for the customer's journey.
Path
If a HubSpot deal was in the "Interested" stage, its equivalent stage in Salesforce is this.
Consideration
When you have provided the customer with a quote or a specific visa plan, you move the Opportunity stage to this.
Offered Service
This action happens at the Lead Stage when a customer is identified as ineligible for any Boundless services (e.g., a language barrier or criminal history).
Disqualification
This HubSpot term for a "Deal" is now known as this in Salesforce.
Opportunity
When a customer responds to an email or answers a phone call, their Lead Status should be moved to this.
Contacted
You’ve identified a Lead is eligible for a Marriage Green Card. Before you can create an Opportunity to track the revenue, you must perform this action.
Convert Lead to Contact
True or False: In the Salesforce Lead level, you should actively use the "Nurture" and "Repeat" statuses.
False.
Nurture and Repeat is not used in the Lead Stage
You just received a lead. You see a valid phone number and hit the dialer. Before the customer even picks up, you should move the status to this.
Working
HubSpot: "Sequences" >> Salesforce: ?
Cadence
You should only click the "Convert" button once a lead has been identified as this.
Qualified
True or False: Once a Lead is converted into a Contact, you can still revert the converted Contact back to "Leads".
False.
Once the Lead is converted to Contacts, it cannot be reverted back to Leads
Once a Lead is converted, it "dies" and becomes a Contact. If you need to see the history of your early calls, where do you look on the Contact record?
Activity
A contact is eligible but tells you, "I won't be ready to start my visa process for another 8 months." You should move them to this status.
Nurture
HubSpot: "Deal Stage" >> Salesforce: ?
Opportunity Stage
This status is the default for any brand-new contact entering the system under Lead Status.
New
Name one of the three "Primary" Closed Lost buckets in Salesforce.
1. Product Gap
2. Value and Market Gap
3. Poor Fit
This is the first stage an opportunity enters after you click "Convert." It is where you dig deeper into the customer's specific needs.
Education
A Contact tells you, "I'm going with a DIY approach for now." You close the Opportunity as Closed Lost. What status should the Contact record move to?
Nurture. They are eligible, just not buying now.
This is a search engine that enables users to quickly find records across multiple objects (accounts, contacts, opportunities, leads, etc.) simultaneously
Global Search
Name the Three things created automatically when you convert a Lead in Salesforce.
1. Account
2. Contact
3. Opportunity
Explain the difference between a Lead and a Contact in the new Salesforce B2C model.
A Lead is an unqualified prospect (entry-level);
a Contact is a qualified person ready for a sale or service.
Name all of the SF Opportunity Stages
Education
Offered Service
Consideration
Promised to Pay
Closed