According to Webster's dictionary, this word is defined as "the cost at which something is obtained".
What is Price?
100
This is the Opportunity Stage with a 50% probability of completing a sale.
What is Active - Interest Expressed?
100
This document must be completed whenever processing a recurring echeck payment from a client.
What is the Payment Authorization Form?
100
According to Wikipedia, since the 1990's opponents have used this pejorative term to refer to the estate tax.
What is the death tax?
100
This action changes the value of the sales price of a product and only a few employees can perform this task.
What is a Price Adjustment?
200
When an Opportunity is saved the first time, this portion of the Opportunity's name is added automatically by the Chrome system.
What is the Account's first and last name?
200
This Opportunity Stage is used when a payment has been received from a client.
What is Closed Won?
200
When collecting funds from a client for multiple, unpaid invoices, the Finance Department applies payments in this manner.
What is applying the payments to the oldest invoices first?
200
If these fees are not quoted during the Enrollment process, then an Opportunity is created and the fees will be quoted during the Initial Onboarding Call.
What are Tax and Accounting Completion Fees?
200
When a Tax Return Case's Stage is changed to Not Doing Return, then these two fields must be populated on the related Tax Opportunity.
What is Product Termination Date and Termination Reason?
300
The Finance Department changes the Account Owner to this "person" when there are no active Opportunities or open tax return cases associated with the Person Account.
Who is Del Recchio?
300
This Opportunity Stage is used when a Lead advises that they will be making a purchase decision in about three months and asks the sales executive to call back in 90 days.
What is On Hold?
300
Before an invoice is created, this field must be checked on the Opportunity record when a non-third party bill to invoice is to generated and mailed to a client by the Finance Department.
What is Send Invoice checkbox?
300
This is the Stage of a Tax Opportunity when a client completes, signs, and sends a Tax Organizer to ATBS.
What is Closed Won?
300
This is the time frame that credit cards, echecks, and paper checks are uploaded to an Account's invoices.
What is approximately 48 hours?
400
When naming an Opportunity for a tax return product, this should be included in the naming convention immediately after the Product Abbreviation.
What is the Tax Return Year?
400
This Opportunity Stage is utilized when a Lead advises that they are interested in a product or service and asks that a Client Engagement Letter should be mailed to them.
What is Active - CE Sent?
400
This is issued against an unpaid Sales Invoice and results in an adjustment that reduces the amount a client pays for a service.
What is a Sales Credit Note?
400
The price of a Form 1040 tax return when a client has been an employee for the entire tax year and has not received any Form 1099's.
What is $195?
400
Elvis Costello and The Attractions sang this song and included it on track 2 of the fabulous "Get Happy!" album in 1980.
What is "Opportunity"?
500
An Opportunity is named using this part of the Product Code.
What is the Product Abbreviation?
500
This Opportunity Stage is used when a sales executive cannot overcome objections and a sale will not be made.
What is Closed Lost?
500
This Open Activity is created when an Opportunity's Product Price needs to be adjusted prior to the creation of a Sales Invoice.
What is a Price Adjustment Task?
500
The price of a Form 1040 with a Schedule C tax return when reconciliation services are performed and ATBS does not currently perform any other services.
What is $495?
500
The quote, "Marriage is popular because it combines the maximum of temptation with the maximum of opportunity." is attributed to this Irish playwright and co-founder of the London School of Economics.