Cvent Event Management Practice Exam

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

To indicate it’s under review
To notify the client of actions taken
To prepare a draft proposal
To analyze the competition

The correct answer is: To notify the client of actions taken

Indicating a lead as "marked in progress" before starting the proposal process primarily serves as a way to notify the client of actions taken regarding their inquiry or needs. By marking the lead in this way, it communicates to both the team and the client that steps are being actively pursued to move forward, which builds transparency and maintains trust during the planning stages. This status update can help keep the client informed about where the process stands and that their request is being addressed, thereby managing expectations effectively. In context, simply marking the lead for review or to draft a proposal might not convey the same level of communication with the client. The intent is to ensure that all stakeholders are aware of the ongoing efforts, which is crucial in event management where collaboration and clear communication with clients are vital to success.