CRM & Reporting Quiz

  • ISO/IEC 25012
  • COBIT
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| Attempts: 94 | Questions: 8
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1. What can I do with a note?
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2. What CRM value can you find on an "Estimate Add/Edit" page?
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3. The reports from the previous question have no additional functions.
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4. Where can you customize the contents of drop-down lists on the "Company Details" page?
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5. You can do a "Company Find" by searching custom fields.
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6. How can I know if a colleague has actually read a note?
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7. How can I learn more about reports? Select all that apply.
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8. Match the report to its function:
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  • Mar 21, 2022
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  • Nov 18, 2013
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What can I do with a note?
What CRM value can you find on an "Estimate Add/Edit" page?
The reports from the previous question have no additional functions.
Where can you customize the contents of drop-down lists on the...
You can do a "Company Find" by searching custom fields.
How can I know if a colleague has actually read a note?
How can I learn more about reports? Select all that apply.
Match the report to its function:
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