Module 2 check: Contacts, Leads & Pipeline

Module 2 Check

Contacts, Leads & Pipeline

From a first enquiry to a moving pipeline — contacts, lead intake, organisation and automation.

Part 1

Test your knowledge

Question 1

What's the key difference between a Contact and an Account in Effi?

AThere is no difference, they're the same thing

BA Contact is a person; an Account can group related people or an entity

CAn Account is only for referral partners

DA Contact can only exist after a loan settles

▸ Show answer

Correct answer: B. Contacts represent individual people, while Accounts can represent a household, business, or grouping that ties related contacts together.

Question 2

Which of these is a valid way to add a lead into Effi?

AManually through the Add Lead form

BBulk import via the Lead Import Tool

CAutomatically from a connected aggregator or lender integration

DAll of the above

▸ Show answer

Correct answer: D. Leads can enter Effi manually, via bulk import, or automatically through an integration — all three are supported methods.

Question 3

What does pinning a lead do?

ADeletes it after 30 days

BMarks it as high priority so it's easy to find

CSends it to the referral partner automatically

DLocks it so no one else can edit it

▸ Show answer

Correct answer: B. Pinning flags a lead as high priority, keeping it visible and easy to locate in your lead list or Kanban board.

Question 4

What is the purpose of the duplicate-prevention feature on API lead imports?

ATo stop the same lead being created twice from the same source

BTo merge all leads into one contact

CTo block leads from certain postcodes

DTo automatically close old leads

▸ Show answer

Correct answer: A. It checks incoming API leads against existing open leads to avoid creating duplicate records from the same source.

Question 5

What do you need in place before you can auto-sync leads to your aggregator CRM?

AA signed credit guide

BA connected aggregator integration and mapped statuses

CA referral partner account

DNothing — it works automatically for everyone

▸ Show answer

Correct answer: B. Auto-sync relies on your aggregator integration being connected and your workflow statuses being mapped correctly.

Question 6

What is a workflow stage used for?

AFormatting client emails

BRepresenting a step a lead moves through in your pipeline

CSetting your calendar availability

DStoring bank statements

▸ Show answer

Correct answer: B. Workflow stages represent the steps of your process (e.g. New, Contacted, Application, Settled) that a lead progresses through.

Part 2

Practice in your portal

Use practice leads, not live clients, for all of the tasks below.

1

Import existing clients as contacts

1. Prepare a small sample list of existing clients.

2. Use the import tool to bring them in as contacts.

3. Check how they appear as contacts and, where relevant, grouped accounts.

2

Add three practice leads using three different methods

1. Add one lead manually through the Add Lead form.

2. Add one lead via the Lead Import Tool.

3. Trigger one lead from a connected integration (or simulate one if not yet live).

3

Organise your pipeline

1. Apply a label or two to your practice leads.

2. Pin one lead as high priority.

3. Move that lead through at least three Kanban stages.

4

Build a workflow with automation

1. Create a three-stage workflow for mortgage applications.

2. Attach one automated action to a stage change (e.g. sending a task or email).

3. Test it by moving a practice lead into that stage.

Passed the quiz and finished the tasks? Head back to your learning path and move on to the next module.

Back to Onboarding Course →

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