Mass Update Quiz

7 Questions

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Mass Quizzes & Trivia

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Questions and Answers
  • 1. 
    Which of the following can be mass updated?
    • A. 

      Term/semester

    • B. 

      Year

    • C. 

      Stage from actively selling to high interest

    • D. 

      Stage from actively selling to closed/won

  • 2. 
    Which of the following is NOT a step in a basic update of the YEAR (not stage)?
    • A. 

      Go to the opportunities tab.

    • B. 

      Select a pre-created mass update view

    • C. 

      Check off opps to update

    • D. 

      Click the mass update button

    • E. 

      Double click a cell in the year column

    • F. 

      Apply to all selected records

  • 3. 
    Which are true of mass updating the stage
    • A. 

      You can update using line editing (double clicking into the cell)

    • B. 

      You need to use the "mass update" button.

    • C. 

      You can't update to or from closed/won or closed/lost

    • D. 

      You can mass close opps

  • 4. 
    What filter is used to isolate a certain type of opp so you can apply mass updates?
    • A. 

      Year

    • B. 

      Term/semester

    • C. 

      Record type

    • D. 

      Stage

  • 5. 
    What kinds of edits might you make to the existing views to make editing more manageable?
  • 6. 
    Where can you find the reports that allow you to see which of your opps are missing PIU, product, or contacts?
    • A. 

      Rep essentials

    • B. 

      Opportunities tab

    • C. 

      Summer project folder

    • D. 

      Data health folder

  • 7. 
    Why might you choose to do your mass updates before working with the data health reports?