CRM Opportunities
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Questions and Answers

Which menu contains essential options such as Opportunities and Pipelines?

  • Middle menu
  • Payment tab
  • Top menu (correct)
  • Left side menu

    • Where can you find the Opportunities tab?

  • Payment tab
  • Middle menu
  • Top menu
  • Left side menu (correct)

    • What does the middle menu provide in the opportunities dashboard?

  • Pre-built pipelines
  • Listed opportunities in an appealing format
  • Additional filtering and sorting options (correct)
  • Status of opportunities within a pipeline

    • Which feature allows you to sort the opportunities based on the date they were added or by their value?

    <p>Sorting option</p> Signup and view all the answers

    What does the 'Lead Value' filter allow you to do?

    <p>View opportunities with higher or lower values</p> Signup and view all the answers

    What does clicking on the three dots allow you to do?

    <p>Filter opportunities by tasks, company, or name</p> Signup and view all the answers

    Which button allows you to delete an appointment?

    <p>Delete</p> Signup and view all the answers

    What does the 'Status' field indicate for a newly created opportunity?

    <p>Open</p> Signup and view all the answers

    What can you do with the 'Pipeline' field in the opportunity window?

    <p>Move the opportunity to another pipeline</p> Signup and view all the answers

    What does the 'Lead Value' field represent in an opportunity?

    <p>The expected or actual amount that a lead will bring to the business</p> Signup and view all the answers

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