Showroom - Introduction Quiz
This is a test to allow you to show us how much basic knowledge you have of the Showroom module.
- 1.
Select the valid System Roles from the ones below that are used within the Showroom module.
- A.
Salesperson
- B.
Supervisor
- C.
Customer Services
- D.
Sales Manager
Correct Answer(s)
A. Salesperson
D. Sales Manager -
- 2.
Which two of the below Enquiry Defaults need to be setup prior to using Showroom?
- A.
Walk In
- B.
Dealer Visit
- C.
Telephone
- D.
Web Email Enquiries
Correct Answer(s)
A. Walk In
C. Telephone -
- 3.
Access control to Showroom mirrors the access control a user has to the CRM module.
- A.
True
- B.
False
Correct Answer
A. True -
- 4.
Which two Showroom tiles effectively replace the salespersons Sales Contact Diary?
- A.
Appointments
- B.
Overdue appointments
- C.
Lost sales
- D.
My Opportunities
Correct Answer(s)
A. Appointments
B. Overdue appointments -
- 5.
My Leads will show any leads presented from an external source, this could be a manufacturer or web site contact from the Internet.
- A.
True
- B.
False
Correct Answer
A. True -
- 6.
When do missed Appointments become overdue and appear in the Overdue Appointments tile?
- A.
As soon as the time of the planned appointment has passed
- B.
The day after the planned appointment has passed
- C.
The next hour after the planned appointment has passed
- D.
The next 24 hours after the planned contact has been passed
Correct Answer
B. The day after the planned appointment has passed -
- 7.
What does the below icon indicate within a Showroom screen?
- A.
You can apply a filter(s) to the information on the screen
- B.
You can expand the information panel to see more detail
- C.
It is the contextual menu to allow you to process items
- D.
This allows you to continue today's contact with out adding more contact history
Correct Answer
A. You can apply a filter(s) to the information on the screenExplanation
/api/ckeditor_images/Filter Icon.pngRate this question:
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- 8.
When creating a new customer record within Showroom you can type in the full name of the customer in a single field and that will then be split into the correct fields within CRM. What could stop that happening correctly?
- A.
If the customer has a title that has not been created in CRM
- B.
If a Company Name is created at the same time
- C.
If the customer has a hyphenated forename
- D.
If the customer has a middle name
Correct Answer
A. If the customer has a title that has not been created in CRM -
- 9.
The panels available with in the Sales Process screen must be processed in order from the first to the last panel.
- A.
True
- B.
False
Correct Answer
B. False -
- 10.
Within the Sales Process screen there are a number of panels. Which panel is blanked out in the below image?
- A.
Letters
- B.
Video
- C.
Documents
- D.
Appraisal
Correct Answer
B. Video -
- 11.
Which screen would a Sales Manager use for morning meetings to keep control over customers who have not ordered vehicles and have no next contact date?
- A.
Open Opportunities
- B.
Outstanding Orders
- C.
Contacts
- D.
Overdue Appointments
Correct Answer
A. Open Opportunities -
- 12.
Which process would you need to complete to add a trade-in Offer Value and SIV within the Sales Process screen?
- A.
Trade-in > Appraisal
- B.
Test Drive > Appraisal
- C.
Desired Vehicle > Appraisal
- D.
Offers & Orders > Appraisal
Correct Answer
A. Trade-in > Appraisal -
- 13.
As you work your way through the Sales Process panels, sales contact history has to be manually added as each panel is completed.
- A.
True
- B.
False
Correct Answer
B. FalseExplanation
It's automatically created.Rate this question:
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- 14.
What does the below icon allow you to do within Showroom?
- A.
Filter the information on the screen
- B.
Manually add additional sales contact history
- C.
Send a letter to the customer
- D.
Email a copy of their desired vehicle details
Correct Answer
B. Manually add additional sales contact historyExplanation
/api/ckeditor_images/Add Contact History Icon.pngRate this question:
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- 15.
What do you need to complete to remove an entry from the My Orders tile?
- A.
You need to complete the vehicle invoice
- B.
You need to complete the vehicle payment calculator
- C.
You need to complete the vehicle handover
- D.
The vehicle needs to be fully paid for by the customer
Correct Answer
C. You need to complete the vehicle handover -
- 16.
When processing a Lost Sale, which two pieces of information do you need to complete?
- A.
Lost Sale Group / Reason
- B.
Lost Sale notes
- C.
Lost Sale value
- D.
Lost Sale follow up date
Correct Answer(s)
A. Lost Sale Group / Reason
B. Lost Sale notes -
- 17.
Within the My Lost Sales tile, which of the below processes would allow you to create a contact to `second face` a customer?
- A.
View Customer > Next Contact
- B.
Add Customer Contact > Next Contact
- C.
Future Contact > Next Contact
- D.
View Customer > Second Face
Correct Answer(s)
A. View Customer > Next Contact
B. Add Customer Contact > Next Contact -
- 18.
You can upload and associate videos with Vehicle Products that can then be included in the Presentation Screen to help sell the product.
- A.
True
- B.
False
Correct Answer
A. True -
- 19.
Once a Customer Order has been raised, when should the Handover date be selected?
- A.
After vehicle invoicing has taken place and the vehicle has been delivered.
- B.
The Handover is ticked as default after the order is raised. Contact history is added to then to decide on when delivery will take place before the vehicle is invoiced.
- C.
When a quote has been raised to the customer.
- D.
Never, the system selects the handover date.
Correct Answer
B. The Handover is ticked as default after the order is raised. Contact history is added to then to decide on when delivery will take place before the vehicle is invoiced. -
- 20.
How would you close a Sales Opportunity? (Select more than one if needed)
- A.
Add contact history and add another Sales Opportunity to clear the first one opened.
- B.
Add contact history to lost the Sales Opportunity raised, if no further deal is taking place.
- C.
Add contact history to follow up with the customer.
- D.
Raise a Customer Order against the CRM record, as the vehicle is being sold.
Correct Answer(s)
B. Add contact history to lost the Sales Opportunity raised, if no further deal is taking place.
D. Raise a Customer Order against the CRM record, as the vehicle is being sold. -
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Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
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Current Version
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Aug 28, 2019Quiz Edited by
ProProfs Editorial Team -
Nov 12, 2015Quiz Created by
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