You’ve been researching XYZ Inc. and discover that someone at the company has viewed your pricing page, so you give them a call. How should you record this in the CRM?

You’ve been researching XYZ Inc. and discover that someone at the company has viewed your pricing page, so you give them a call. How should you record this in the CRM?

MCQ:

A. Keep XYZ Inc.'s company record, but don't add any contacts until you know for sure who was viewing your pricing page.
B. Add Johnny as a contact because that's who you talked to, and associate him with XYZ Inc.'s company record. Mention Mariah in a note, but don't add her as a contact because you haven't contacted her yet.
C. Add Johnny and Mariah as contacts, and associate them both with XYZ Inc.
D. Add Mariah as a contact because she's the decision maker, and associate her with XYZ Inc.'s Company record. Mention Johnny in a note on the company record, but don't add him as a contact because he isn't a decision maker.

Answer:

C. Add Johnny and Mariah as contacts, and associate them both with XYZ Inc

Explanation:

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