WEBVTT

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Record lead qualification checks in Pixie CRM
Open the training

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lead and choose Follow-up and qualification
Review the four checks

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and the explanation beside the score Each Yes
adds twenty-five points

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No and Unknown add zero

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Record each check separately In this fictional
example set Need

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understood and Decision contact identified to Yes
Leave Budget confirmed

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as Unknown and set Timing agreed to No. These
choices describe the

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recorded checks they do not automatically change
ownership or lead

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status

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Add a concise explanation of the choices in
Evidence or notes The

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text clearly identifies this as a fictional
training assessment

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with no prospect contact Review all four
selections and choose Save

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qualification checks

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Close and reopen the same lead Return to Follow-
up and qualification

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and verify the saved choices and evidence Two
confirmed checks produce

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fifty out of one hundred The lead remains a
qualified enquiry and

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the existing follow-up plan is retained