Lead Conversion
The Lead Conversion module allows mass converting Leads with the ability to compare against the Contact and Account objects to eliminate duplicates being created through this process. This 50 question test was designed to prove the user’s knowledge of the module in its entirety. Users will have 70 minutes and up to 5 attempts to earn a passing score. Upon completion, the Lead Conversion Certificate will be awarded. Users are encouraged to print the certificate for their records upon completion.
Users who complete both the Single Table Dedupe and Lead Conversion tests will be awarded the Deduplication Badge. The Deduplication Badge is a prerequisite for earning the Certified DemandTools Badge.
Preparing for the Lead Conversion Certificate
To prepare for the Lead Conversion test, we recommend reviewing the help documentation here for this module and watching the following recorded training webinar.
Please visit our Training Calendar if you prefer a live training rather than a pre-recorded webinar.
*All links are located in our Customer Support Portal and require login to view.