Show:
Meetings
Leads
Random
Contacts
Miscellaneous
100
You should do this after the meeting occurs
What is log it qualified?
100
When you get new leads they are all this status
What is open?
100
This is the number of tabs you can open before click to dial goes crazy
What is 7 or 8?
100
You should be logging this for every meeting and when you talk to a dm
What is discussions?
100
This is the person who lets you talk to the prospect but any information given from this person is NOT a discussion
What is the gatekeeper?
200
What time zone should all meetings be in Salesforce?
What is Central Time?
200
After you log your call, voicemail and email, you should always create this
What is tasks?
200
This is the page you go to to find the HTML Email Status Report
What is Contact Page?
200
If you feel the contact is going to set a meeting in the next couple of calls, you would mark them
What is Interested?
200
If a client cancels a meeting and you reschedule it besides the invite you must update the information here
What is Salesforce?
300
After putting the meeting in Salesforce you must do this
What is send the invite?
300
This is where you find the tasks to call each day
What is the Home Page?
300
If you find emails that have been opened 5 or more times, the task you create should be marked this
What is high priority tasks?
300
When converting a lead do not create a new one of these if it is already there
What is Account?
300
This is the status for leads and contacts with over 30 touchpoints
What is Drip?
400
On the day of the meeting you and Nayeli should both
What is dial into the meeting?
400
If you confirm the lead you will do this
What is Convert the lead?
400
You can find meetings scheduled, meetings to occur, and your touchpoints for the day here
What is the dashboard?
400
Before converting a lead check for this
What is duplicates?
400
If you call and confirm the meeting is occuring or did occur, you would mark it this in Salesforce
What is Qualified?
500
This is the number of meetings you should be setting a week
What is 3 - 4?
500
Lead status should be changed to this the first time you reach out
What is contacted?
500
Sorting by this keeps you from calling prospects you have reached out to recently
What is Last Activity?
500
Create this for every new account you are on
What is a view?
500
Each and everyone of you
What is Freaking Awesome!!!!