1.
My Supervisor is:
2.
Which activity is typically used when doing a preso with a potential customer?
3.
When you complete a Free Trial Service Activity and the customer is still undecided, you need to create...?
4.
You should work off of your Outlook calendar.
5.
Each time you present an opportunity to a customer or potential customer you need to also manage or update...
A. 
B. 
The product that was presented
C. 
6.
What two activities mark time on your calendar?
A. 
Service Activities & Appointments
B. 
Service Activities, Appointments, and Phone Calls
C. 
Appointments and Phone Calls
7.
How often do you log your interactions with a current or potential customer?
A. 
Everytime but only for current customers
B. 
C. 
You only need to log your outgoing phone calls
8.
Your notes are only viewed by you.
9.
What tabs do you want open when you are holding an appointment or service activity?
A. 
B. 
Your activity and the account
C. 
Your activity, account, and opportunity
10.
Once you have saved and completed a Service Activity, you can go back and update it if necessary.
11.
How many service activities can you create off of an existing service activity?
12.
When you set regard an email from Outlook, it defaults to the activites on the account.
13.
When you create an account you need to also create a facility id.
14.
When processing a refund request, you need to include previous payment information that is found in CRM.
15.
Anyone can create a payment record in CRM?
16.
What activity is used when working on a Test Drive?
17.
Testimonials are generated in CRM from:
A. 
By an email received from the customer
B. 
A survey is sent to the customer and they have to return it
C. 
When you fill out the survey and mark it as a testimonial
18.
You use a service activity for?
A. 
Test Drives and Retention Calls
B. 
Test Drives and New Customer Preso's
C. 
19.
When you work an activity, you must create your own subject line.
20.
When you have more than one account product that you preso'd, you can bulk update their product status, forecasted amount, and forecasted status.
21.
When you have a new potential customer that is not in the system, you must first create?
22.
When you convert your lead record, if you do it correctly they system creates...?
A. 
Phone Call, Account, Opportunity
B. 
Account, Contact, Account Product
C. 
Account, Contact, Opportunity
23.
For efficiency, after converting a lead, it is recommended that you work the tabs from right to left.
24.
The primary contact and the web contact mean the same thing.
25.
What field in an activity provides you with a snapshot of what the activity is about?