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Opportunities, Productivity & Communication Tool ...
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Delimiter between question and answer:

Tips:

  • No column headers.
  • Each line maps to a question.
  • If the delimiter is used in a question, the question should be surrounded by double quotes: "My, question","My, answer"
  • The first answer in the multiple choice question must be the correct answer.

 Import questions





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Notes are optional when attempting to call or text an Opportunity lead.
False (You must leave a note after every attempt.)
You should create a new lead immediately when you see a new Opportunity.
False (Verify it’s not already active or assigned before creating anything.)
Use the 'Do Not Contact' channel for clients who request no further contact.
True
The 'General' Slack channel includes both U.S. and El Salvador teams.
True
Slack is only used for social communication in the workplace.
False (Slack is used for operations, case coordination, and team communication.)
Productivity goals include 100 calls, 100 texts, and 100 emails per day.
True
If an Opportunity lead is over 5 minutes old, it’s okay to start working it.
True
Color-coded emails help you quickly identify what applies to you.
True
Voicemails go to your phone’s inbox, so check there regularly.
False (Voicemails are delivered to your email, not your phone.)
You can send texts and emails to clients directly from Lead Docket.
True
Internal Shunnarah referrals should be handled like normal Opportunities.
False (Do not work internal referrals unless specifically assigned.)
You should click 'Disregard Opportunity' if you don’t want to take the lead.
False (Disregarding deletes the lead—only use if directed.)
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