This part of the Opportunity's name is added automatically by the Chrome system when the Opportunity is saved the first time.
What is the Account's first and last name.
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.
What is the Payment Authorization Form?
100
This is the penalty - that has never been imposed at ATBS - when an employee fails to quote a Tax and Accounting Completion Fee Opportunity.
What is death?
100
This action changes the value of the sales price of a product and only a few people can perform this task.
What is a price adjustment?
200
The Finance Department changes the Account Owner to this "person" when there are no active Opportunities or open cases associated with the Account.
What is Del Recchio?
200
This Opportunity Stage is used when a payment has been received from a client.
What is Closed Won?
200
This is the time frame that credit cards, echecks, and paper checks are posted to an Account's invoices.
What is approximately 48 hours?
200
If not quoted during the enrollment process, then an Opportunity is created and these fees will be quoted during the Initial Onboarding Call.
What is 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
When naming an Opportunity for a tax return, this should be added immediately following the Product Abbreviation.
What is the Tax Year?
300
This Opportunity's Stage is used when a Lead advises you that they will be making a purchase decision in three months and asks you to contact them 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 be mailed to a client by the Finance Department.
What is the 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?
400
An Opportunity is named using this part of the Product Code.
What is the Product Abbreviation?
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 services.
What is a Sales Credit Note?
400
The cost of a 1040 Schedule C tax return with reconciliation services performed and ATBS does not currently perform any other services.
What is $495?
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 quote, "A wise man will make more opportunities than he finds." is attributed to this English philosopher, statesman, and scientist.