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CRM Training Assessment Form

Instructions

Please read each question carefully before answering.

This form contains short-answer descriptive questions.

Answer each question briefly and clearly (2–4 lines are sufficient).

Base your answers on Enthuziastic processes and Zoho CRM usage.

Use practical examples wherever possible.

Ensure all responses are your own.

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What key details must be checked first when you receive a new Enquiry?

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Write the stages or status of the Enquiry with their short meaning

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What do you understand about Account or Family status? How many status are there to set?

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How should you introduce yourself and Enthuziastic at the start of a call?

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What type of questions should you ask to understand the child’s needs and interests?

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