6 Questions
What triggers the creation of an Opportunity?
A solution discussed, won, or lost triggers the creation of an Opportunity.
How many Opportunity Products can an Opportunity be linked to?
An Opportunity can be linked to up to five Opportunity Products.
Why should separate Opportunities be created if the Opportunity Products are handled by more than one role?
Separate Opportunities should be created to direct them to specific roles.
When should notes be recorded in CRM after customer interactions?
Notes should be recorded in CRM on the same day of the interaction to ensure compliance requirements are met.
Who can record notes in CRM the following day if customer interactions occur outside business hours?
Staff like Mobile Lending Managers can record notes in CRM the following day if interactions occur outside business hours.
When is DDO and No Hawking information mandatory on the Opportunity Product screen?
DDO and No Hawking information is mandatory on the Opportunity Product screen once the Sales Status is changed to Closed/Won.
Study Notes
- Opportunities are created when solutions are discussed, won, or lost with customers.
- Each Opportunity should be linked to one or more Opportunity Products, representing the discussed products/solutions.
- An Opportunity can have up to five Opportunity Products linked to it. If more than five exist, create a new Opportunity.
- Separate Opportunities should be created if the Opportunity Products are managed by distinct roles.
- Record interaction notes in CRM on the same day of the interaction for compliance. Mobile Lending Managers can record notes the following day.
- Design and Distribution Obligations (DDO) and No Hawking information are required on the Opportunity Product screen once the Sales Status is changed to Closed/Won.
Test your knowledge of sales opportunities and their link to opportunity products in customer interactions. Learn about the creation of separate opportunities for identifying additional opportunity products.
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