Saleslogix Conducting A Lookup(Mod 5)
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.
- 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
- 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
- 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
- 5.A basic query can be created in what view?
- A.
Account Detail
- B.
List View
- C.
Report View
- D.
None of the above
- 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
- 7.Is it possible to add a duplicate account in SalesLogix?
- A.
Yes
- B.
No
- 8.When adding a new Account/Contact are you able to choose the Major LOB Opportunity at the same time?
- A.
No
- B.
Yes
- 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
- 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
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