Cvent Practice Exam

Why would you indicate a lead as "marked in progress" before even starting the proposal process?

1. It lets the planner know that it has been seen and someone is taking action

2. It sends an email notification to the client

3. This builds a trusting relationship with that client

4. All of the above

The correct answer is: All of the above

Indicating a lead as "marked in progress" before commencing the proposal process is a strategic action that encompasses multiple benefits. First, marking a lead in this manner serves as a clear signal to the planner that the lead has been acknowledged and that proactive steps are on the horizon. This communication helps to confirm that the planning process is active, which can be reassuring to those involved. Furthermore, this status can trigger automated notifications, such as an email to the client, informing them that their inquiry is being attended to. This not only provides them with timely updates but also reinforces the notion that their needs are a priority. In addition to these immediate benefits, marking the lead as "in progress" plays a critical role in building trust with the client. By demonstrating that you are taking action, you foster confidence in your commitment to delivering a thoughtful and timely response, which can strengthen the overall relationship between the planner and the client. Together, these aspects illustrate why marking a lead as "in progress" is a valuable practice that contributes to effective communication and relationship-building within the event planning framework, leading to a more positive client experience.