What should access to records be based on?
A. The org chart
B. User preference
C. The org-wide default
D. Roles and role hierarchy
You are setting up security for your client, UCI. UCI has a collaborative sales model and want to make sure all team members work together to meet the customer needs. They are likely to require an open sharing model that will allow them to cross- and up-sell opportunities.
A. True
B. False
Who is most interested in visibility, no surprises, and system ROI?
A. Sales Reps
B. Sales/Marketing Managers
C. Sales/Marketing VP
D. IT
Your forecast is available to your manager only after you have clicked the Submit button.
A. True
B. False
Forecast Category "Best Case" can be summarized as:
A. Closed
B. Closed + Commit
C. Closed + Commit + Best Case
D. Commit + Best Case + Pipeline
The quotes syncing process synchronizes updates between:
A. Different sales reps working on the same quote.
B. Various products in an opportunity
C. A quote and the opportunity it was created from
D. Different quotes created from the same opportunity
Match this tip with its design consideration. "Show each job function relevant information"
A. Tab and field naming
B. Reduced clicks
C. Search
D. Record types and page layouts
E. Workflow rules and approvals
F. Minimized redundant data entry
Forecast Category "Closed" can be summarized as:
A. Closed
B. Closed + Commit
C. Closed + Commit + Best Case
D. Commit + Best Case + Pipeline
To create a PDF file of your quote, click "Create PDF" on the quote detail page.
A. True
B. False
Forecast Category "Commit" can be summarized as:
A. Closed
B. Closed + Commit
C. Closed + Commit + Best Case
D. Commit + Best Case + Pipeline
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