Knowledge quiz

It's time to put what you've learned to the test, get 4 right to pass this unit.

There are four correct answers.

Add/Remove products

Merge quotes

Progress status

Attach sub-quotes

Reason for progress

Add internal/external notes

There are three correct answers.

Workspace, centralizing relevant information about your leads

Lead Reports, producing analytic information of your leads

Machine-learning, predicting the likelihood of lead conversion

Shared Leads, for showing leads shared from other salespeople

Dynamic Playbooks, guiding sales teams for successful lead conversion

Choose the correct answer.

It’s designed in a user-friendly interface that allows you to edit attributes of products you are selling directly into your e-commerce portal.

It helps sales professionals efficiently manage tasks, activities, and appointments in a centralized, user-friendly environment.

It helps sales professionals update sales results and generate sales reports in a centralized, user-friendly environment.

It’s designed in a user-friendly interface that allows you to manage sales operational data from both digital and in-store sales channels.

There are four correct answers.

You can create new visits.

You can copy existing visits into new ones.

You can delete visits.

You can export visits to Microsoft Outlook contacts.

You can add notes to visits.

You can execute visits.

There are three correct answers.

You can create sales orders from scratch.

When in draft mode, you need to manually save sales orders in order to avoid data loss.

You can copy existing sales orders into new ones.

You can trigger AI Generation of new sales orders.

Internal pricing is applied to sales orders based on configuration.