This quiz will assess whether the learner is able to disseminate what data should be entered into the Client Relationship Management (CRM) application.
A phone call with a potential client
Saying hello in passing to a client on the street
A meeting with a client at his/her office
Drinks with a client at a business conference
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A corporation with which the company is currently doing business
An individual with whom someone in the firm has had contact
Someone who must be the decision maker at a company
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When there is a confirmed investment by the company
When there is a potential opportunity with the company
When the first meaningful communication has been established
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True
False
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No. Contacts in CRM should only be people with which we do business
Yes, because you may want to touch base with him down the road
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True
False
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