Approvals
Once the quote is configured in CPQ you must do what before generating a proposal document?
Activate the quote
A Linx "negotiation" is equivalent to what in Sales CRM?
Opportunity
True or False: There are 5 stages in the Opportunity business process flow.
False
What was the first global business office to use Service Sales CRM?
Jacksonville
Name exactly 4 Record Types that can be Created from the Quick Create Menu
Account, Building, Contact, Lead, Opportunity, Appointment, Email, Phone Call, Task
Service Sales CRM was developed using which commercial product?
Microsoft Dynamics
What is a global term that is synonymous to "Strategic Account"?
Key Account
Describe the 2 paths a user can take to cancel a unit.
Open the contract record. Select the units. Click "cancel".
Create a cancellation alert. Close the CA as lost.
An approval to the Branch General Manager is required for a recapture/conversion quote if the Sales Quality is below what threshold?
85%
What is displayed on the confirmation message upon clicking "Send for Booking" on a Maintenance Opportunity?
A reminder that all required documentation is uploaded before submitting to O Billing
Name the 4 "Renegotiation types" currently in Sales CRM
The funnel icon will take you to which CRM navigation feature?
Advanced Find
An "Account", "Quote", and "Lead" are all examples of what CRM industry standard term?
Entity