CRM: certification questions & answers

CRM

1. Q1 Click the coloured progress bar above a stage Confirmed

   Answer Filters the stage on that activity status (green planned, orange today, red overdue)

2. Q2 Effect of setting a sales team on a stage Confirmed

   Answer Only that team sees the stage

3. Q3 Quotations / SOs per opportunity Confirmed

   Answer As many as you want

4. Q4 "Call" activity with next activity "Reminder" 7 days after completion, done today Confirmed

   Answer Reminder due today + 7 days

5. Q5 Meeting activity type Confirmed

   Answer Creates a meeting in the user's calendar

6. Q6 NOT true about opportunities and customers Confirmed

   Answer "Once won you can no longer create a customer from it" (false)

7. Q7 Expected revenue Confirmed

   Answer Can be edited manually at any time

8. Q8 Duplicating an opportunity Confirmed

   Answer Exact copy, back to the first stage

9. Q9 Add a property field to opportunities Confirmed

   Answer Gear icon on the form > Add Properties

10. Q10 View NOT available in the pipeline Confirmed

    Answer Timesheet

11. Q11 Stages can be created / edited / deleted… Confirmed

    Answer On the CRM kanban itself

12. Q12 Opportunities appear in the Activity view if… Confirmed

    Answer They have scheduled activities

13. Q13 Probability (predictive lead scoring) is based on Confirmed

    Answer Data from your own database

14. Q14 What's wrong with stages New / Qualified / Proposition / Won / Lost? Confirmed

    Answer No need for a "Lost" stage (lost = archived)

15. Q15 Forecast report Confirmed

    Answer Analyse expected revenue per period (e.g., next quarter)

16. Q16 Recurring revenues Confirmed

    Answer Activated in CRM settings

17. Q17 NOT a way to create leads from the website Confirmed

    Answer A "Shop" form action "Create an Opportunity" (Contact-us form and Appointments can)

18. Q18 Coloured words on a card Confirmed

    Answer Tags

19. Q19 Converting a lead Confirmed

    Answer Turn a lead into an opportunity

20. Q20 "+" on a stage header Confirmed

    Answer Quick-create an opportunity in that stage

21. Q21 CRM reporting is available to Confirmed

    Answer All CRM users

22. Q22 Drag an opportunity into a stage: stage total Confirmed

    Answer Increases instantly

23. Q23 Opportunity marked Lost Confirmed

    Answer Archived, hidden; find it with Filters > Lost

24. Q24 When to add a property field Confirmed

    Answer When the team must track a specific piece of info

25. Q25 Access a team's own pipeline Likely

    Answer Sales > Teams > Pipeline (team card)