M.O.M.M.A. CRM Certification

Use the Training URL to learn the M.O.M.M.A. CRM Prior to Testing

https://razorridge.com/lead-nurturing-crm-training/

You must pass the CRM certification to be eligible to buy leads. Why is it important to learn the CRM? The CRM has been designed to help convert your leads into conversations. We have spent time and money optimizing the processes. Why spend the time and money reinventing the wheel?

Question Title

* 1. Agent Name

Question Title

* 2. Agent Email

Question Title

* 3. Agents National Number

Question Title

* 4. What is the link to the M.O.M.M.A. C RM?

razorridge.com

app.razorridge.com

theworldsworstwebsiteever.com/

Question Title

* 5. Best practices state I should call my leads from the CRM or use another number (personal cell, office line)?

From the CRM (Desktop or mobile app).

Use another number.

Use a payphone.

Question Title

* 6. Looking at the image what pipeline stage would I want to select to find my Mortgage Protection leads?

DFL

Final Expense

General Life Insurance

Infinite Banking

Mortgage Protection

Question Title

* 7. Looking at the image - What two ways do you have to access a lead/record?

Click on the white space or the leads name.

Ask support at support@razorridge.com

Scream open at my computer and wait.

Question Title

* 8. Look at the image - Where do I find the pre-built text templates (responses) on a desktop computer?

I don't, I just make them up as I go.

In the Send SMS tab inside the conversation tab.

We send text messages?

Question Title

* 9. How do I get support?

Email Support@razorridge.com

Email Support@razorridge.com and/or I fill out the support help ticket on the training page https://razorridge.com/lead-nurturing-crm-training/

I email my up-line and let them deal with it.

Question Title

* 10. Use the image - What are the two ways I can make a phone call using the CRM?

The green phone icon in the communications middle tab inside the lead record and from my personal phone.

The green phone icon in the communications middle tab inside the lead record and the green phone icon in the top right.

The green phone icon in the communications middle tab inside the lead record and any pay phone I can find.

Question Title

* 11. Where do I create a new task, note, or book an appointment?

I can click the white space or the lead name inside any pipeline stage, then click on a task, notes, or appointment and select the +add new option, and record my entry by hitting save to save it.

I can click the white space or the lead name inside any pipeline stage, then click on a task, notes, or appointment and select the +add new option.

Inside the main lead/record view I can click on a task, notes, or appointment and select the +add new option.

Question Title

* 12. There are Three places to find your upcoming tasks, where are they?

On the main dashboard view, inside the record (inside the main view, clicking on the name), inside quick view (clicking on the white space)

Under the tasks box inside the Dashboard view and inside the record under the tasks view.

Question Title

* 13. Looking at the image - What three things can I do on the conversations tab?

See current conversations, Text and email, call a lead

See current conversations, Text and email, add a note

See current conversations, Text and email, add a task

See current conversations, Text and email, add an appointment