10 Questions
Which menu contains essential options such as Opportunities and Pipelines?
Top menu
Where can you find the Opportunities tab?
Left side menu
What does the middle menu provide in the opportunities dashboard?
Additional filtering and sorting options
Which feature allows you to sort the opportunities based on the date they were added or by their value?
Sorting option
What does the 'Lead Value' filter allow you to do?
View opportunities with higher or lower values
What does clicking on the three dots allow you to do?
Filter opportunities by tasks, company, or name
Which button allows you to delete an appointment?
Delete
What does the 'Status' field indicate for a newly created opportunity?
Open
What can you do with the 'Pipeline' field in the opportunity window?
Move the opportunity to another pipeline
What does the 'Lead Value' field represent in an opportunity?
The expected or actual amount that a lead will bring to the business
Test your knowledge on CRM opportunities and learn how this powerful feature can help you effectively manage your sales pipeline. Gain a clear understanding of what an opportunity is and how it relates to leads and contacts in your system.
Make Your Own Quizzes and Flashcards
Convert your notes into interactive study material.
Get started for free
