ZOHO CRM QUIZ – LEADS & USAGE
Zoho Quiz
In Zoho CRM, what does a “Lead” represent?
A) A confirmed client ready to sign a deal
B) A potential client who has shown interest but not yet qualified
C) A broker or property consultant
D) A completed sale record
When should a lead be converted to a “Contact” or “Deal” in Zoho?
A) When they first inquire
B) After they respond to a WhatsApp message
C) When the client shows verified buying intent or property interest
D) After every phone call
What information should always be captured when creating a new lead?
A) Name, phone number, nationality, and source of inquiry
B) Only name and number
C) Agent name only
D) Email address only
What does the lead status “New” indicate?
A) The lead is converted
B) The lead has not yet been contacted
C) The lead is not interested
D) The lead has been moved to another agent
What should you do before requesting new leads from management?
A) Delete all your “No Answer” leads
B) Review and follow up on all uncontacted or “No Answer” leads
C) Wait until your old leads expire
D) Request anyway — the system auto-cleans old leads
What is the correct action when a lead doesn’t answer the phone?
A) Mark as “Lost” immediately
B) Leave a WhatsApp message and update status to “No Answer”
C) Convert it to a contact
D) Delete the record
What does “Hot Lead” typically mean in Zoho?
A) The client has requested a call back
B) The client is ready to make an offer or book a unit
C) The client is browsing options casually
D) The client has not responded
If a lead says they’re not interested right now but might be in the future, which status should you select?
A) Lost
B) Not Interested
C) Warm / Follow-up Later
D) Converted
Why is it important to update the lead status after every interaction?
A) It helps management track performance and follow-ups accurately
B) It makes the system look organised
C) It automatically deletes old leads
D) It’s optional for senior agents
Where can you find all your assigned and active leads in Zoho CRM?
A) Deals tab
B) Leads module
C) Contacts list
D) Dashboard reports
What happens if a lead is left without any update for too long?
A) It automatically converts
B) It will be reshuffled to another agent
C) It stays active forever
D) It gets deleted automatically
Which field helps you identify where the lead came from (e.g., website, portal, event)?
A) Lead Owner
B) Lead Source
C) Lead Rating
D) Campaign Name
If you receive a duplicate lead, what should you do?
A) Delete both records
B) Merge or inform your team leader to avoid double contact
C) Ignore it
D) Convert both separately
What is the correct next step after marking a lead as “Interested”?
A) Leave it as is
B) Schedule a viewing or meeting
C) Convert to Deal or Opportunity
D) Both B and C
Why should all calls and WhatsApp interactions be logged in Zoho?
A) To meet RERA compliance and track client communication
B) To earn commission points
C) It’s just a suggestion
D) For marketing purposes only
Who should update the lead notes after each client call?
A) Admin
B) The assigned agent
C) Team leader
D) System does it automatically
What should you do if a lead belongs to another agent or team?
A) Contact them anyway
B) Leave a note and notify the team leader or admin
C) Delete it
D) Mark it as lost
When converting a lead, what new records are typically created?
A) Only a deal
B) A contact and an account (and optionally a deal)
C) Just a duplicate
D) No new record is created
What’s the best practice if you’re unavailable to follow up on assigned leads?
A) Ignore them until you’re back
B) Inform your manager so leads can be temporarily reassigned
C) Delete the leads
D) Forward them to another agent privately
The purpose of Zoho CRM in a real estate agency is to:
A) Store random data
B) Manage and track all client interactions, follow-ups, and conversions
C) Replace marketing
D) Record only sales
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