CRM Sales Pipeline and Automation Flashcards
6 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 CRM Sales Pipeline and Automation flashcards as text
What is a 'workflow automation' in CRM sales tools?
Answer: A rule-based trigger that automatically performs actions when specified conditions are met
CRM workflow automations are if-this-then-that rules that automatically execute actions — like sending emails, updating fields, or creating tasks — when trigger conditions are met.
What is 'deal rotation' or 'round-robin lead assignment' in CRM automation?
Answer: Automatically distributing new leads evenly among available sales reps in rotation
Round-robin lead assignment automatically distributes incoming leads equally across the sales team in turn, ensuring fair workload distribution without manual assignment.
What is 'contact activity tracking' in CRM sales automation?
Answer: Automatically logging all interactions with a contact including emails, calls, and meetings
Contact activity tracking automatically records every touchpoint with a prospect — emails, calls, meetings, and notes — creating a complete interaction history without manual data entry.
What is a 'deal alert' or 'opportunity alert' in CRM pipeline management?
Answer: An automated notification triggered when a deal meets defined criteria like going stale or exceeding value
Deal alerts notify sales reps or managers when an opportunity meets specific conditions — such as no activity in 14 days or exceeding a revenue threshold — prompting timely action.
What does 'close date' represent on a CRM opportunity record?
Answer: The estimated date by which a deal is expected to close or be decided
The close date on an opportunity is the forecasted date by which the deal is expected to either close as won or lost, used for time-period forecasting and pipeline reviews.
What is 'task automation' in CRM sales workflows?
Answer: Automatically creating follow-up tasks for reps based on deal activity or stage changes
Task automation creates and assigns follow-up actions to sales reps automatically when trigger conditions occur — like creating a 'Send proposal' task when a deal enters the Proposal stage.