Saleslogix Conducting A Lookup(Mod 5)

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| By Gawaine Ward
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Gawaine Ward
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Saleslogix Conducting A Lookup(Mod 5) - Quiz

Thank you for watching the recorded webinar. Please complete all questions as this will give us feedback on the progress of our training.
Reminder: the last question will not be a part of the overall grade.


Questions and Answers
  • 1. 

    After watching the SalesLogix Training on How to Conduct a Look Up, do you have any additional questions?

  • 2. 

    What step below is 1st in adding a new account in SalesLogix?

    • A.

      Key in the complete address

    • B.

      Add the contact name(s)

    • C.

      Add the Major Line of Business Opportunity

    • D.

      Do the Account name look up

    • E.

      Add the LOB opportunity

    • F.

      All of the above

    Correct Answer
    D. Do the Account name look up
    Explanation
    The first step in adding a new account in SalesLogix is to do the Account name look up. This involves searching for the account name in the system to see if it already exists or if it needs to be created as a new account.

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  • 3. 

    Which of the following operators would you use when trying to look up "Les Equipments G-Fab"?

    • A.

      Greater than

    • B.

      Equal to

    • C.

      Contains

    • D.

      Starting with

    • E.

      Equal or Greater than

    Correct Answer
    C. Contains
    Explanation
    The operator "Contains" would be used when trying to look up "Les Equipments G-Fab" because it indicates that the search should find any entry that includes the given text.

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  • 4. 

    When adding a new account who does the Account Manager field default to

    • A.

      Everyone

    • B.

      The person that is logged into SalesLogix

    • C.

      The Director of Sales

    Correct Answer
    B. The person that is logged into SalesLogix
    Explanation
    The Account Manager field defaults to the person that is logged into SalesLogix. This means that when a new account is added, the person who is currently logged into the SalesLogix system will be automatically assigned as the account manager for that account. This ensures that the account is properly assigned to the person who is responsible for managing it within the system.

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  • 5. 

    A basic query can be created in what view?

    • A.

      Account Detail

    • B.

      List View

    • C.

      Report View

    • D.

      None of the above

    Correct Answer
    B. List View
    Explanation
    A basic query can be created in a List View.

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  • 6. 

    To keep a basic query for future use, what do you need to do?

    • A.

      Name it

    • B.

      Hit the save button

    • C.

      Access it in reports

    • D.

      All of the above

    Correct Answer
    A. Name it
    Explanation
    To keep a basic query for future use, you need to name it. By giving the query a specific name, it becomes easier to identify and retrieve it later when needed. This allows for better organization and efficient management of queries.

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  • 7. 

    Is it possible to add a duplicate account in SalesLogix?

    • A.

      Yes

    • B.

      No

    Correct Answer
    A. Yes
    Explanation
    It is possible to add a duplicate account in SalesLogix because the system does not have built-in validation to prevent the creation of duplicate accounts. This means that users can accidentally or intentionally create multiple accounts with the same information, leading to duplicate records in the system.

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  • 8. 

    When adding a new Account/Contact are you able to choose the Major LOB Opportunity at the same time?

    • A.

      No

    • B.

      Yes

    Correct Answer
    B. Yes
    Explanation
    Yes, when adding a new Account/Contact, you are able to choose the Major LOB Opportunity at the same time. This means that you can select the relevant Major Line of Business (LOB) opportunity associated with the Account/Contact during the creation process.

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  • 9. 

    When adding multiple contacts to a new account which option do you choose after adding the 1st contact to be prompted to add to add the next one?

    • A.

      Save & Clear

    • B.

      OK

    • C.

      Cancel

    • D.

      Help

    • E.

      Save & New

    Correct Answer
    E. Save & New
    Explanation
    After adding the first contact to a new account, the option "Save & New" should be chosen to be prompted to add the next contact. This option allows the user to save the current contact information and immediately start adding a new contact without having to go back to the previous screen or start over.

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  • 10. 

    Add Contact / Account - if you are adding an Account and do not have a valid Contact yet which option should you choose?

    • A.

      New Contact for (the account that is displayed in the box)

    • B.

      New Contact and New Account

    • C.

      New Account

    Correct Answer
    C. New Account
    Explanation
    If you are adding an Account and do not have a valid Contact yet, the option you should choose is "New Account". This means that you want to create a new Account without associating it with any existing Contact.

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