Orangebook Basics
When creating a new lead what required fields must be entered in order for you to be able to
save the lead in OB? - correct answer-First and last name, phone number, lead collection
source
What do we retail out in OB? - correct answer-New join memberships and packages
What should you do once you complete your own follow ups in OB? - correct answer-Go to
"show all" under the leads tab and begin working on your teammates follow ups that are due
What is a contact log called in OB? - correct answer-Note
When you make a call where will you make your note in OB? - correct answer-You will make
your note on the call tab under the "outcome" of the call and then save.
When you send an email where will you make your note in OB? - correct answer-You will
make your note on the email tab under the text content of the email
How many follow ups/touchpoints are you expected to make per shift? - correct answer-40
including lead calls and emails
How do you get new leads in OB? - correct answer-Check the dashboard and pick up any
unassigned leads. You will know when they arrive because we also get an email sent to the
studio when they come in.
Once you click on a lead it becomes yours. You need to follow up within 10 minutes of
receiving the lead.
Which side tabs do we currently not use in OB? - correct answer-messages, events, and
calendar
What does the flame symbol mean in OB? - correct answer-A RED HOT lead. They have
only been in the system for 3 days or 5 contacts amount of days then they move to hot
When can you stop following up with a lead? - correct answer-If a lead asks us to not follow
up with them we need to stop and make sure that we make their profile "dormant" in other
words we are "dead leading" them so they will no longer be followed up with.
Otherwise if you have reached out for over 3months you can dead lead them.
How do you "dead lead" or take down a lead in OB? - correct answer-From the leads profile
select the leads type tab and change type to "dormant."
How do you override a follow up date in OB? - correct answer-From the leads homepage,
under profile info you can enter a date and time and select the type of follow up that needs to
be made. You will only override a follow up date if
When creating a new lead what required fields must be entered in order for you to be able to
save the lead in OB? - correct answer-First and last name, phone number, lead collection
source
What do we retail out in OB? - correct answer-New join memberships and packages
What should you do once you complete your own follow ups in OB? - correct answer-Go to
"show all" under the leads tab and begin working on your teammates follow ups that are due
What is a contact log called in OB? - correct answer-Note
When you make a call where will you make your note in OB? - correct answer-You will make
your note on the call tab under the "outcome" of the call and then save.
When you send an email where will you make your note in OB? - correct answer-You will
make your note on the email tab under the text content of the email
How many follow ups/touchpoints are you expected to make per shift? - correct answer-40
including lead calls and emails
How do you get new leads in OB? - correct answer-Check the dashboard and pick up any
unassigned leads. You will know when they arrive because we also get an email sent to the
studio when they come in.
Once you click on a lead it becomes yours. You need to follow up within 10 minutes of
receiving the lead.
Which side tabs do we currently not use in OB? - correct answer-messages, events, and
calendar
What does the flame symbol mean in OB? - correct answer-A RED HOT lead. They have
only been in the system for 3 days or 5 contacts amount of days then they move to hot
When can you stop following up with a lead? - correct answer-If a lead asks us to not follow
up with them we need to stop and make sure that we make their profile "dormant" in other
words we are "dead leading" them so they will no longer be followed up with.
Otherwise if you have reached out for over 3months you can dead lead them.
How do you "dead lead" or take down a lead in OB? - correct answer-From the leads profile
select the leads type tab and change type to "dormant."
How do you override a follow up date in OB? - correct answer-From the leads homepage,
under profile info you can enter a date and time and select the type of follow up that needs to
be made. You will only override a follow up date if
