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Zoho CRM
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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1
what happens when a lead submits the consultation via email ?
Select one or more answers
nothing
the lead gets assigned as new lead
the lead is automatically converted into contact
lead stays with marketing department
2
1. What is the maximum allowed response time for a New Lead?
Select one or more answers
12 hours
24 hours
5 days
48 hours
3
If a patient does not answer calls or messages, which status should be applied?
Select one or more answers
Waiting for contact infos
No response
Offer failed
Contact
4
After receiving an answer from a lead but missing important information, what status must you select?
Select one or more answers
Convert to contact
Waiting for contact infos
Offer shared
Consultation in progress
5
What happens if you select “Convert to Contact” but the system does not move the patient automatically to Contact?
Select one or more answers
The quote is wrong
he patient's phone number is incorrect
You did not write the correct name given by the patient
No email was sent
6
How many days are allowed between New Sales Order and Consultation Completed? (Hair, Bariatric, Aesthetic)
Select one or more answers
7 days
5 days
14 days
30 days
7
How long do you have to move from Offer Created to either Willing to Close or Offer Failed?
Select one or more answers
30 days
60 days
90 days
14 days
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