Digital Sales Training FAQs
20 articles
- Can I change the “coupon” and/or offer different “coupons” for each Website Conversion Experience?
- Can I customize colors, pictures and the design of Website Conversion Experiences?
- Do you have any other experiences/quizzes I can use on my website?
- What notifications will I receive from the PERQ CRM? When should I expect them?
- How do you create & save a filter within the PERQ CRM?
- How do you filter leads in the CRM to only show Current Day?
- I’m getting way too many repeat notifications from PERQ. Can I turn those off?
- Why must I create a Pending Task and complete it in the CRM?
- How do I clear a pending task from the CRM?
- How do we know if a salesperson followed up with the leads assigned to them in the CRM?
- After I make a phone call to a customer, how do I log that in the CRM?
- Why are some leads marked Red when they come into the CRM, but they’re not ready to buy?
- What happens to the Blue Leads in the CRM if we don’t follow up?
- How long do I need to keep Contact Records on the CRM Contacts Page?
- How do you mark a deal as Won/Lost in the CRM? Why do I have to do this?
- Do you use our personal cell phone numbers for texting in/out of the CRM?
- How many follow-up attempts should I make to reach leads provided in the CRM?
- Is it OK to call a PERQ lead, even if the shopper didn’t say they preferred a call?
- My follow-up cadence is over for my CRM lead, what should I do?
- My PERQ lead came into the store to shop, now what?