Do You Know About NetSuite?

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| By HeatherLivingsto
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HeatherLivingsto
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| Attempts: 274 | Questions: 7
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1. Relationships can be customers, contacts, competitors, partners, leads, or prospects.

Explanation

The given statement is true because relationships can indeed be categorized into various types such as customers, contacts, competitors, partners, leads, or prospects. These different types of relationships reflect the various interactions and connections that a business or individual may have with others in the context of their professional or personal network.

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About This Quiz
Do You Know About NetSuite? - Quiz

Explore your knowledge of NetSuite with this engaging quiz! Test your understanding of dashboard customization, relationship management, opportunity planning, and more. Perfect for learners looking to enhance their ERP system skills.

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2. Your dashboard can be customized by adding what?

Explanation

The correct answer is Portlets. Portlets are a type of software component that can be added to a dashboard to provide specific functionality or information. They can be customized and arranged according to the user's preferences, allowing them to personalize their dashboard by adding the specific portlets they need. Portlets can display various types of content such as charts, tables, or reports, and can be used to access and interact with different systems or applications.

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3. The item used to configure Experlogix is Experlogix_Default

Explanation

Experlogix_Default is the item used to configure Experlogix. This suggests that the statement "The item used to configure Experlogix is Experlogix_Default" is true.

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4. In order to move your opportunity/estimate on to a Sales Order you have to set the stage to closed/won.

Explanation

To move an opportunity/estimate onto a Sales Order, it is necessary to set the stage to closed/won. This indicates that the opportunity has been successfully closed and won, allowing it to progress to the next stage of the sales process. By setting the stage to closed/won, it signifies that the opportunity has been converted into a confirmed sale and can now be processed as a Sales Order.

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5. You can create an estimate without creating an opportunity first.

Explanation

Creating an estimate typically involves providing an estimation of the cost, time, and resources required for a project or task. In order to create an accurate estimate, it is important to have a clear understanding of the opportunity or project at hand. Creating an opportunity first allows for gathering necessary information, such as project requirements or client needs, which can then be used to create a more accurate estimate. Therefore, it is not recommended to create an estimate without creating an opportunity first.

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6. Which of these is NOT a part of the Opportunity Plan?

Explanation

The Opportunity Plan includes various components that help in identifying and capitalizing on opportunities. These components typically include factors such as pressing need, major milestones, and company profile. However, "Other Opportunities" is not a part of the Opportunity Plan. This suggests that the plan focuses on specific opportunities that are relevant to the business and excludes any other potential opportunities that may arise.

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7. An Opportunity Plan is mandatory if...

Explanation

If the account/opportunity is considered to be in the top 10, it means that it is one of the most important and valuable accounts/opportunities for the company. In order to effectively manage and maximize the potential of such a significant account/opportunity, it is necessary to have an Opportunity Plan in place. This plan outlines the strategies, goals, and actions that need to be taken to ensure success with the top 10 account/opportunity. Therefore, having an Opportunity Plan becomes mandatory in this scenario.

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Relationships can be customers, contacts, competitors, partners,...
Your dashboard can be customized by adding what?
The item used to configure Experlogix is Experlogix_Default
In order to move your opportunity/estimate on to a Sales Order you...
You can create an estimate without creating an opportunity first.
Which of these is NOT a part of the Opportunity Plan?
An Opportunity Plan is mandatory if...
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