Salesforce CRT-101 Quiz 9 Topic 8 Questions 41-45

Question: 1

Here are the salesforce.com definitions of a Lead, Account, Contact, & Opportunity. Which one is the definition for an opportunity?

AAny person, organization or company that may be interested in your products and services, not yet customers. The Icon is a green Star Man.

BAn organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce. The Icon is a file folder.

CAny individual or influencer associated with an account that you want to track in Salesforce. The Icon is a business card.

DAny potential revenue-generating event (''sales deal'' ) that you want to track in Salesforce. The Icon is a Coin.

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Question: 2

When I qualify a lead, the lead then automatically becomes (select all that apply):

AAn opportunity

BAn account

CA contact

DA campaign

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Question: 3

When I convert a lead to an Opportunity, I must give the opportunity a unique name so I know what it is (ex: Pacific Bank -- Red Package).

ATrue

BFalse

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Question: 4

You are about to enter a new lead from a cold call into SFDC. What do you do first?

ASearch to determine if the company record already exists in Salesforce because you NEVER want to add duplicate data.

BStart entering the new lead

CImport the lead into SFDC using your Outlook email account

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Question: 5

Accounts can be created by converting a lead to an opportunity, or by manual entry.

ATrue

BFalse

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Salesforce CRT-101 Quiz:9 Topic:8 Questions:41-45