{"id":12928,"date":"2019-01-08T11:50:50","date_gmt":"2019-01-08T11:50:50","guid":{"rendered":"http:\/\/www.certificationanswers.com\/?p=12928"},"modified":"2019-01-09T16:13:04","modified_gmt":"2019-01-09T16:13:04","slug":"youve-been-researching-xyz-inc-and-discover-that-someone-at-the-company-has-viewed-your-pricing-page-so-you-give-them-a-call-you-talk-to-the-receptionist-johnny-you-ask-who-in-the-compan","status":"publish","type":"post","link":"https:\/\/www.certificationanswers.com\/en\/youve-been-researching-xyz-inc-and-discover-that-someone-at-the-company-has-viewed-your-pricing-page-so-you-give-them-a-call-you-talk-to-the-receptionist-johnny-you-ask-who-in-the-compan\/","title":{"rendered":"You\u2019ve been researching XYZ Inc. and discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn\u2019t know for sure but that he can ask around and get back to you. He also says that Mariah Opensky would probably be the person to make that decision, but she\u2019s currently on vacation. What\u2019s the BEST way to record this in the CRM?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">You\u2019ve been researching XYZ Inc. and discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn\u2019t know for sure but that he can ask around and get back to you. He also says that Mariah Opensky would probably be the person to make that decision, but she\u2019s currently on vacation. What\u2019s the BEST way to record this in the CRM?<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Keep XYZ Inc.&#8217;s company record, but don&#8217;t add any contacts until you know for sure who was viewing your pricing page.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Add Johnny as a contact because that&#8217;s who you talked to, and associate him with XYZ Inc.&#8217;s company record. Mention Mariah in a note, but don&#8217;t add her as a contact because you haven&#8217;t contacted her yet.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #008000;\"><strong>Add Johnny and Mariah as contacts, and associate them both with XYZ Inc.<\/strong><\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Add Mariah as a contact because she&#8217;s the decision maker, and associate her with XYZ Inc.&#8217;s Company record. Mention Johnny in a note on the company record, but don&#8217;t add him as a contact because he isn&#8217;t a decision maker.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large aligncenter\" src=\"https:\/\/static-2.gumroad.com\/res\/gumroad\/8610577279900\/asset_previews\/2a8f324972a12650a4b4995bba537dc0\/retina\/hubspot_20sales_20software_20certification_20exam_20answers.jpg\" alt=\"You\u2019ve been researching XYZ Inc. and discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn\u2019t know for sure but that he can ask around and get back to you. He also says that Mariah Opensky would probably be the person to make that decision, but she\u2019s currently on vacation. What\u2019s the BEST way to record this in the CRM?\" width=\"298\" height=\"240\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You\u2019ve been researching XYZ Inc. and discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn\u2019t know for sure but that he can ask around and get [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[93,30],"tags":[],"class_list":{"0":"post-12928","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-hubspot-sales-software-certification","7":"category-uncategorized-en","8":"entry"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u25b7\u2764\ufe0fYou\u2019ve been researching XYZ Inc. and discover that someone at the company has viewed your pricing page, so you give them a call. 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What\u2019s the BEST way to record this in the CRM? \u2705\u25b7\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.certificationanswers.com\/en\/youve-been-researching-xyz-inc-and-discover-that-someone-at-the-company-has-viewed-your-pricing-page-so-you-give-them-a-call-you-talk-to-the-receptionist-johnny-you-ask-who-in-the-compan\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u25b7\u2764\ufe0fYou\u2019ve been researching XYZ Inc. and discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn\u2019t know for sure but that he can ask around and get back to you. 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