Quiz | CRM
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1.
What happens when you click on a colored bar at the top of a stage in the Kanban
view?
A) It displays the opportunities that have an activity status in the selected
color, in that stage only
B) It displays all opportunities in the pipeline that have an activity status in
the selected color, regardless of the stage
C) It marks all activities in the selected color as ‘Done’
D) It moves the deadlines of all activities by 7 days
2.
If an opportunity is marked as lost, can it be restored to its prior status?
A) Yes. Clicking the “Restore” button on a lost opportunity restores its
AI-determined win probability and returns it to the stage it was at when originally marked lost.
B) Yes. It can be returned to the stage it was at when it was originally marked
lost, but the chatter and the AI-determined win probability will both be gone.
C) Kind of. Clicking the “Restore” button opens a new opportunity that’s been
pre-populated with information from the lost opportunity.
D) No. There is no method for restoring lost opportunities.
3.
Where can you view a detailed list of all completed activities in Odoo?
4.
What feature allows sales managers to track activity performance by salesperson?
5.
What does assigning an email template to a triggered activity help with?
6.
What determines whether a web form creates a lead or an opportunity?