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Mary, a Bank Employee in Calgary Has Been Given a List

question 74

Multiple Choice

Mary, a bank employee in Calgary has been given a list of potential clients that may benefit from having a conversation with Mary about their financial retirement needs.Immediately, Mary begins to review the list looking for potential clients that may be converted into prospects.Which of the following terms best captures the process of converting a lead into a prospect?


Definitions:

Self-development

The act of improving oneself through activities that enhance skills, knowledge, or personal qualities.

Training Professionals

Specialists who design, conduct, and manage training programs to improve employee skills and knowledge.

Beyond Workplace

Issues, dynamics, or practices that extend or impact professional life outside the traditional office or organizational setting.

Self-development

The process of improving oneself through such activities as enhancing skills, increasing consciousness, and building wealth.

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