CRM User Self-awareness Survey Self Confidence survey This survey is an anonymous way for us to gauge your perceived confidence in skills and knowledge concepts pertaining to CRM use and will help identify gaps in training that need to be addressed. Please answer each question with your level of understanding the skill or concept. Again, this is completely anonymous. What a CRM is and why we use one * None Low Medium High Very High The difference between a Lead, Contact, Account & Opportunity * None Low Medium High Very High Understanding and managing the Lead life cycle stages to conversion * None Low Medium High Very High Why Lead conversion is an important process * None Low Medium High Very High How to enter, When to enter, and Why we enter Opportunities * None Low Medium High Very High Searching for records * None Low Medium High Very High Narrowing global list results using list view filters to drill down data * None Low Medium High Very High Mass updating records in list views * None Low Medium High Very High Logging in-person visits, calls, notes and other events * None Low Medium High Very High Relating activities to more than one record at a time * None Low Medium High Very High Creating service cases * None Low Medium High Very High Creating and formatting reports * None Low Medium High Very High Visualizing data with dashboard builder * None Low Medium High Very High Request a contact to have access to the customer portal * None Low Medium High Very High Impersonating a contact to configure a product as the customer * None Low Medium High Very High Where to get help with CRM based questions * None Low Medium High Very High Submit If you are human, leave this field blank.
