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CRM and Lead Generation Flashcards

7 cards from real Virtual Assistant practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 CRM and Lead Generation flashcards as text

  1. What is the primary purpose of a CRM dashboard?

    Answer: To provide a visual overview of sales performance, lead statuses, and key metrics

    A CRM dashboard gives users a real-time visual summary of important metrics like pipeline value, deal stages, and activity performance.

  2. Which of the following best describes a 'qualified lead'?

    Answer: A prospect who has been evaluated and meets the criteria to become a paying customer

    A qualified lead is a prospect who has been assessed and determined to have a genuine need, budget, and authority to make a purchasing decision.

  3. What is 'lead scoring' in a CRM?

    Answer: Assigning numerical values to leads based on their likelihood to convert

    Lead scoring assigns points to leads based on their behavior, demographics, and engagement, helping sales teams prioritize the most promising prospects.

  4. Which of the following tools is best suited for managing email outreach campaigns as part of a lead generation workflow?

    Answer: Mailchimp

    Mailchimp is an email marketing platform that allows VAs to create, send, and track targeted email campaigns to nurture and convert leads.

  5. What is an 'opt-in form' in the context of lead generation?

    Answer: A form on a website where visitors voluntarily provide their contact information

    An opt-in form is a form on a website or landing page where visitors submit their contact details, giving permission to receive marketing communications.

  6. What does 'follow-up automation' help a virtual assistant accomplish in CRM?

    Answer: Automatically sending timely messages to prospects based on triggers without manual effort each time

    Follow-up automation uses CRM workflows to send pre-scheduled emails or reminders triggered by specific actions, saving the VA time and ensuring consistent outreach.

  7. Which practice helps prevent CRM duplicate records when a VA imports a new list of contacts?

    Answer: Running a deduplication check or merge process before or after the import

    Running a deduplication check identifies and merges records with matching information, preventing the creation of multiple entries for the same contact.