CRM Opportunities

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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 Signup and view all the answers

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

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

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

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

Which button allows you to delete an appointment?

Delete Signup and view all the answers

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

Open Signup and view all the answers

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

Move the opportunity to another pipeline 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 Signup and view all the answers

CRM Opportunities

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Questions and Answers

Which menu contains essential options such as Opportunities and Pipelines?

Where can you find the Opportunities tab?

What does the middle menu provide in the opportunities dashboard?

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 clicking on the three dots allow you to do?

Which button allows you to delete an appointment?

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

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

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

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