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CRT-160 · Question #135

Lenoxsoft currently uses a manual sales engagement process where assigned users manually add leads to lists based on a lead status value of "New". The Sales Manager wishes to develop a Sales…

The correct answer is A. Create a completion action based on the Lead Status field value. See the full explanation below for the reasoning.

Question

Lenoxsoft currently uses a manual sales engagement process where assigned users manually add leads to lists based on a lead status value of "New". The Sales Manager wishes to develop a Sales Engagement Program that streamlines this process and has the following requirements:

  • Only leads with a status of "New" can be added to the Program. A lead with a status of "In

Progress" CANNOT be added.

  • Assigned users should be notified when a lead has opened an email.

Based on the above requirements, which is the best way to segment prospects for Lenoxsoft's Sales Engagement Program?

Options

  • ACreate a completion action based on the Lead Status field value.
  • BCreate a dynamic list based on the Lead Status field value
  • CCreate a segmentation rule based on the Lead Status field value
  • DCreate an automation rule based on the Lead Status field value

How the community answered

(33 responses)
  • A
    85% (28)
  • B
    3% (1)
  • C
    6% (2)
  • D
    6% (2)

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