SalesLogix Conducting a LookUp(Mod 5)

1. Is it possible to add a duplicate account in SalesLogix?

Yes

No

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.

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.

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

Greater than

Equal to

Contains

Starting with

Equal or Greater than

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.

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.

3. 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?

Save & Clear

OK

Cancel

Help

Save & New

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.

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.

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

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

New Contact and New Account

New Account

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.

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.

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

Key in the complete address

Add the contact name(s)

Add the Major Line of Business Opportunity

Do the Account name look up

Add the LOB opportunity

All of the above

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.

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.

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

Everyone

The person that is logged into SalesLogix

The Director of Sales

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.

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.

7. A basic query can be created in what view?

Account Detail

List View

Report View

None of the above

A basic query can be created in a List View.

Explanation

A basic query can be created in a List View.

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

No

Yes

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.

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.

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

Name it

Hit the save button

Access it in reports

All of the above

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.

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.

Saleslogix Conducting A Lookup(Mod 5)