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Listening Quiz: Thiết Lập Báo Cáo Pipeline Hàng Tuần Trong CRM – Easy Level
Th2 25, 2025
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bởi
Anna Phạm
trong
Tiếng Anh Thương Mại (English for Business)
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1.
What are Mark and Laura mainly discussing?
How to update customer contact information in the CRM
How to train new employees on using the CRM system
How to create and schedule a weekly pipeline report in the CRM
How to fix an error in the CRM report builder
Explanation:
The conversation is about setting up a weekly pipeline report, including which data to use, how to build it, and how to schedule it.
2.
Which data does Mark want to include in the report?
Only new leads from last week
Only closed deals from this month
All leads and deals in progress
All customer emails and phone numbers
Explanation:
Mark says, ‘We need all leads and deals in progress.’
3.
What does Laura suggest using to create the report?
A separate email program
The CRM’s report builder
A spreadsheet template
The sales team’s shared calendar
Explanation:
Laura says, ‘I suggest using the CRM’s report builder.’
4.
What filters should Mark apply to the report?
Filter by lead source and set the date to this quarter
Filter by sales rep and set the date to next month
Filter by customer location and set the date to today
Filter by deal stage and set the date to last week
Explanation:
Laura instructs Mark to ‘Filter by deal stage and set the date to last week.’
5.
When should the report be scheduled to send automatically?
Every Friday afternoon
Monthly on the first day
Daily at noon
Weekly on Monday mornings
Explanation:
Laura says to ‘set the schedule to weekly on Monday mornings.’
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