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Zoho CRM Subsidy Application Management Quiz
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Zoho CRM Subsidy Application Management Quiz

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Questions and Answers

Who can create a Subsidy Application in Zoho CRM?

  • Outward Head
  • Sales Process Coordinator (correct)
  • CRM Captains
  • Quality Check Team
  • When is a Subsidy Application generated in Zoho CRM?

  • Upon quality check completion
  • Upon customer information update
  • Upon creating an account
  • Upon winning a deal (correct)
  • To whom is a Subsidy Application transferred if the account is a 'Parent Account'?

  • Outward Owner
  • Account Process Owner (correct)
  • Outward Head
  • Process Owner (CRM)
  • Who is responsible for updating a Subsidy Application in Zoho CRM?

    <p>Process Head</p> Signup and view all the answers

    What is the scope of the Standard Operating Procedure (SOP) mentioned in the text?

    <p>All employees responsible for handling customer information</p> Signup and view all the answers

    Study Notes

    Subsidy Application in Zoho CRM

    • Authorized users can create a Subsidy Application in Zoho CRM.
    • A Subsidy Application is generated in Zoho CRM when a specific condition is met, such as a new account creation or an existing account update.
    • If the account is a 'Parent Account', the Subsidy Application is transferred to the related 'Child Account'.
    • The Account Manager is responsible for updating a Subsidy Application in Zoho CRM.
    • The Standard Operating Procedure (SOP) outlines the step-by-step process for managing Subsidy Applications, ensuring consistency and efficiency across the organization.

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    Description

    Test your knowledge of creating and managing subsidy applications in Zoho CRM with this quiz. Evaluate your understanding of the step-by-step guidelines for ensuring data accuracy and consistency in subsidy application management.

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