Check Off And To Do List

8 Questions | Total Attempts: 65

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Check Off And To Do List

Questions and Answers
  • 1. 
    If your To Do List is highlighted, it most likely means that
    • A. 

      You have a DDP to send out

    • B. 

      You have a new contact

    • C. 

      There is an issue with a design you put on the list

  • 2. 
    If your Check off list is highlighted, it most likely means that 
    • A. 

      You have a DDP to create

    • B. 

      You have a new contact

    • C. 

      There is an issue with a design you put on the list

  • 3. 
    You can select any ISR you would like on the To Do List
    • A. 

      True

    • B. 

      False

  • 4. 
    You can select any ISR on the Check off list
    • A. 

      True

    • B. 

      False

  • 5. 
    If you toggle to select designers on the check off list, what will you see?
    • A. 

      Nothing, you cannot select designers in the check off list

    • B. 

      The designs that are completed with your name as the responsible party.

    • C. 

      The list of designs that need to be completed

  • 6. 
    How do you clear the check off list under your name. 
    • A. 

      Release the design by deselecting design required in the quote

    • B. 

      Release the design by adding a note in the quote and saving the proposal

    • C. 

      Release the design by selecting Check off in the general tab of the quote

  • 7. 
    What screen do you go to when you select a new contact from your To Do list?
    • A. 

      Quotes/Order Screen

    • B. 

      Parts Screen

    • C. 

      Contact Screen

  • 8. 
    Most of the lead in the To Do list come from the web contacts. 
    • A. 

      True

    • B. 

      False

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