Podcast
Questions and Answers
Which menu contains essential options such as Opportunities and Pipelines?
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?
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?
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?
Which feature allows you to sort the opportunities based on the date they were added or by their value?
What does the 'Lead Value' filter allow you to do?
What does the 'Lead Value' filter allow you to do?
What does clicking on the three dots allow you to do?
What does clicking on the three dots allow you to do?
Which button allows you to delete an appointment?
Which button allows you to delete an appointment?
What does the 'Status' field indicate for a newly created opportunity?
What does the 'Status' field indicate for a newly created opportunity?
What can you do with the 'Pipeline' field in the opportunity window?
What can you do with the 'Pipeline' field in the opportunity window?
What does the 'Lead Value' field represent in an opportunity?
What does the 'Lead Value' field represent in an opportunity?