CRM & Reporting Quiz

8 Questions | Total Attempts: 86

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CRM Quizzes & Trivia

View our CRM and Reports videos, and then test your knowledge.


Questions and Answers
  • 1. 
    Where can you customize the contents of drop-down lists on the "Company Details" page?
    • A. 

      At the top of the drop-down, there's a blank space. Type the new item into it.

    • B. 

      You can't customize drop-down lists in Function Point.

    • C. 

      In the "List Maintenance" section of the "Admin" area.

  • 2. 
    You can do a "Company Find" by searching custom fields.
    • A. 

      True

    • B. 

      False

  • 3. 
    What can I do with a note?
    • A. 

      Pin it to a colleague's dashboard.

    • B. 

      Create a task from it.

    • C. 

      Attach a file to it.

    • D. 

      All of the above.

  • 4. 
    How can I know if a colleague has actually read a note?
    • A. 

      Duh. Ask him.

    • B. 

      Click the "Pin" button on the "Note Details" page, and look under the "Read" column.

    • C. 

      The note title will include "(read)".

    • D. 

      The note disappears from the system.

  • 5. 
    What CRM value can you find on an "Estimate Add/Edit" page?
    • A. 

      Close Probability

    • B. 

      Qualification

    • C. 

      Classification

  • 6. 
    The reports from the previous question have no additional functions.
    • A. 

      True. Each report has a very specific purpose.

    • B. 

      False. Even "ready-made" reports in Function Point are pretty customizable.

  • 7. 
    How can I learn more about reports? Select all that apply.
    • A. 

      View the "Reports by Role" handout, available on the Training Site.

    • B. 

      Ask your fp. Consultant.

    • C. 

      Check out the Function Point YouTube channel, and search for "Reports".

    • D. 

      Make your own custom reports by entering different criteria in your system's "Find" pages, and check out the different printout options.

    • E. 

      Explore the "Reports" area to find ready-made reports.

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