Question 11

Leads come to universal containers from various sources and need to be assigned to the correct sales team. When a lead comes for the APAC region, it can be passed to an external partner if the sales director approves the transfer. The partner's channel manager must be notified when the partner has been assigned the lead.
At the minimum, which combination of automation tools will be needed to meet these requirements?
  • Question 12

    The VP of Finance wants to ensure that once an opportunity is closed, it cannot be modified by any user.
    How can an administrator meet this requirement?
  • Question 13

    A maintenance fee is added to each opportunity. this maintenance fee should NOT be included in the sales Rep's forecast so a custom field called Rep amount is used.
    how should an admin configure forecasting?
  • Question 14

    What type of prices can the system administrator set for an organization's products?
  • Question 15

    The Marketing Manager at Universal Containers wants to change the column headings for several of the fields on opportunity reports.
    What approach should and administrator take to meet the requirements?