Stages
Number of stages for Leads
What is 6 stages?
Campaign of a client that purchased group tickets in 2023 season
This field options include Personal or Business
Field that has the lowercase of the first letter of the user's first name and the first four letters of the last name
What is alias?
The email address to request CRM issues
What is CRMsupport@nationals.com?
Loss Reason is required for this stage
What is Closed - Not Converted and Closed Lost?
Number of active opportunity record types
What is 6?
Salesforce version that is used to Merge Accounts
What is Salesforce Classic?
If I were a part of the Corporate Partnership team, I would have this Profile name
What is Business Strategy/IT?
What is 6 task types?
What is Discovery stage?
Required field when an opportunity is marked Closed Won
What is the Service Person?
TRUE or False: Tasks completed on the Lead level carry over to Account when a lead is converted
What is True?
The two licenses that a new sales rep will need upon account setup
What is Salesforce CPQ and Account Engagement?
Helps users track emails via Outlooks
Salesforce Plug-In
Season/Group Renewal says "No for now" (i.e. waiting for new owners, team performance, opt-out, etc.)
What is Evaluation (Cold)?
This field encompasses the product and all fields necessary to create a contract
What is a primary quote?
This platform is the true source of account information
What is ProVenue?
This extend users' functional access without changing their profiles
What are Permission Sets?
is the process salespeople follow when configuring products, determining the price of the products, and producing a quote
What is CPQ (Configure, Price, and Quote)?
Stage that a representative should set for an Initial Payment they received
What is Agreed To Terms?
Required Fields when an opportunity is in Product Pitched
What is Product Type, Product Sub-type, Reason for outing, and Special Ticket Event (if 'Reason for outing' was Special Ticket Event?
When viewing a customer's account, ___________ can show all contacts, opportunities, cases, or custom objects linked to that account
What is related lists?
This is a resolution when someone gets a new phone and is having issues connecting through Salesforce Authenticator
What is disconnecting User's MFA connection via User Profile?
This view show records in a graphical way that helps you monitor your work and keep deals moving ahead