Salesforce Basics
The name of the function used to search for data across the entire platform. This can be accessed from any page within Salesforce.
What is "Global Search"?
The status of a lead that has met Marketing's lead scoring threshold but has not yet been contacted by Sales.
What is "MQL"?
The activity you must log on the same day since there is no way to back-date this activity in Salesforce.
What is a "Call"?
Show us where to go to create a new Lead.
The thing you should NOT change on a Client when they move companies.
What is the "Account"?
The name of the correct application to select in the App Launcher upon logging into Salesforce.
What is "#Sales"?
The name of the list that a BDM uses to find their MQLs.
What is "My Open Leads"?
The only activity you don't have to manually log in Salesforce.
What is "Email"?
Bonus point: Meetings
EASY
The names of the 4 Activity Types in Salesforce.
What are "Emails, Calls, Meetings/Events, Tasks"?
The feature across Salesforce that allows you to comment on a Lead, Client, or Account record and tag another user.
What is "Chatter"?
The status you should select when entering a new lead if they have already brought us work and need to be a client.
What is "Pending Conversion"?
The maximum number of Leads that can be included in a single meeting event in Salesforce (Number).
What is "1 Lead"?
MEDIUM-EASY
You've called a Client who lets you know they have moved states and are now in another Sales territory. What do you do?
You call a Lead and they let you know they have changed companies or retired. This is the Status you would move them into.
What is "Unqualified"?
Where to search for duplicates before creating a new lead by entering the name and/or email address of the person.
The list that a BDM uses to find all leads owned by them in any of the following statuses: Working, Contacted, SQL, Pending Conversion.
What is "My Working Leads"?
If you're creating a Meeting activity for a future date in Salesforce, this is the status the event will show.
What is "Open"?
MEDIUM-EASY
Show us how to find the user's list of MQLs and pin it to their Lead list view.
Name all 8 Lead Statuses
What are: "New, MQL, Working, Contacted, SQL, Pending Conversion, Converted, Unqualified"?
The name of the tool integrated with Salesforce to give you data such as phone numbers and emails.
What is "Zoominfo"?
The status that indicates a lead has been contacted by Sales and is determined to be a fit for our business but they have not yet brought us work.
What is "Sales Qualified Lead"?
The first Activity option on the Activity bar, represented by a Green icon with 3 lines, a checkmark, and 2 dots.
What is "Task" or "Follow-up Task"?
MEDIUM
You've called a Client and they told you they are leaving Company A and moving to Company B. Show us what you do.
Name the additional required fields necessary to complete for a Lead to be placed in the "Pending Conversion" status.
What are "Lead Source, Industry, Sub-Industry, Lines of Business/Interest"?