Accelerator
Leads
Opportunities
Fees
Misc
100
Accelerator integrates this Microsoft program with Sage CRM.
Outlook
100
If a customer is not interested at this time but might have a need in a few months, what stage should it be in?
Future Follow Up
100
Which button should you rarely, if ever push, when updating an opportunity?
Change
100
What is the fee for a same day delivery?
250
100
What does CRM stand for?
Customer Relationship Management
200
Which of these does accelerator not allow you to create automatically?
A) Company
B) Case
C) Lead
D) Quote
Quote
200
If you have talked to a customer and planned a follow up call what stage should the lead be in?
Contact Scheduled
200
As of today what stage are the majority of Opportunities in?
Qualified
200
What is the cancellation fee?
$250.00 + env fee ($12.95) = $262.95
200
What dashboard shows realtime number of how many communications you have logged in a month?
User Activity Dashboard
300
When saving an email to a Person, it also saves to this related record.
Company
300
Before converting a lead to an opportunity, you must first make sure what is done to the company?
It is selected or created.
300
Which one of these is not a action you can take on an opportunity?
A) Customer has expressed interest
B) Customer has acknowledged interest
C) Customer has shown commitment
D) Customer has endorsed solutions
C) Customer has shown commitment
300
What is the fuel surcharge for August 2025?
33%
300
Name three types of communications you can log:
Phone Out
Phone In
Email Out
Email In
Site Visit
Sales Note
Meeting
To Do
Text Out
400
What does this symbol represent?
Opportunity
400
Which of the following is not entered when working with a lead:
A) Monthly Volume
B) Gross Margin
C) Contact Phone Number
D) Current Supplier
B) Gross Margin
400
What must always be checked as yes for the opportunity to be able to move through the stages?
Quote required
400
What is the name of the fee and cost when Transports deliver more than one product and the driver has to switch compartments?
Move truck fee - $40.00
400
Which of the following can you not find in CRM
1) Emails sent to the customer
2) Quotes sent to the customers
3) Copies of the SLA
4) Copies of invoices
Copies of invoices
500
Name 4 things you can search by in Accelerator
Company
Person
Lead
Case
Opportunity
500
What are the four stages leads can be catagorized under?
Assigned, Contacted, Contact Scheduled, and Future Follow Up
500
Name 2 fields that are multi-selects for opportunities
Product and Market
500
What will the environmental fee be effective October 1, 2025?
$15.95
500
Where do you go to run a report in CRM?
My CRM Manager under reports