Business Development Tracking

What is Your Name?

How Many Types of Potential or Actual Client Relationships are Defined in NetSuite?

a. Clients

b. Clients, Leads and Managers

c. Leads, Clients and Prospects

d. All of the Above

An Opportunity can be Attached to a:

a. Lead

a. Client

c. Both

When Opening a new Time and Materials Project, you do not Need to Estimate the Project Revenue?

True

False

All Proposals Should be Opened from Inside of an Existing Opportunity?

True

False

If a Salesman was not Involved with a Specific Project, who will be Given Credit for that Project?

a. The Local Director

b. The Project Manager

c. The CRM

d. It will be Designated as an office House Account

Who is Responsible for Updating the Status of all Open Opportunities and Proposals in NetSuite?

a. The Project Coordinator

b. The Project Manager

c. The Sales Professional

d. Whomever is Designated as the Salesman for the Project.

All Open Opportunities Need to be Reviewed and Have the Following Information Updated:

a. Status of the Opportunity

b. Last Activity Date

c. Next Action Date

d. A and C

Business Development is the Process that Comprises a Number of Tasks that Combined, Implement Growth Opportunities Between Organizations.

True

False

Bonus Question: Marketing Provides the Most Aesthetically Pleasing FACS U Courses

True

False

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