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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?

Sorting option (C) Signup and view all the answers

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

View opportunities with higher or lower values (C) Signup and view all the answers

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

Filter opportunities by tasks, company, or name (B) Signup and view all the answers

Which button allows you to delete an appointment?

Delete (C) Signup and view all the answers

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

Open (B) Signup and view all the answers

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

Move the opportunity to another pipeline (D) Signup and view all the answers

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

The expected or actual amount that a lead will bring to the business (A) Signup and view all the answers