Saleslogix Conducting A Lookup(Mod 5)

10 Questions | Total Attempts: 32

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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.


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

  • 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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