Super Users CX Quiz
At what Sales Stage would you convert a Prospect Account into a Full Account?
Sales Stage 2
Sales Stage 3
Sales Stage 4
Sales Stage 5
For the Quotes and Orders tab to appear in the Opportunity Summary, what needs to be updated?
Add an Account
Add a Team Member
Add the Likelihood to win
Add a Primary Contact
What is the difference between a Standard Quote and an Agency Quote?
For the Agency Quote, the Account is different from the Primary Contact's Account
For the Standard Quote, the Account is different from the Primary Contact's Account
For the Agency Quote, the Account is set up in the system as "Agency"
For the Standard Quote, the Account is set up in the system as "Standard"
What should you first do if you want to edit an Opportunity which you don't own?
Raise a ticket in iService
Ask the Opportunity Owner to add you as a Team Member
Contact the dhIntelCRM Team
Ask your Manager
You have submitted your Quote for Commercial Approval, but it went to the wrong Approver. What do you do?
Ask your Manager
Contact the dhIntelCRM Team
Email the wrong Commercial Approver to approve your quote
Raise a ticket in iService to get it corrected, adding the correct details into the ticket
How do you mark an Opportunity as duplicate or created in error?
Change the Opportunity Status to Closed - Won
Change the Opportunity Status to Closed - Lost
Change the Opportunity Status to Cancelled
Leave the Opportunity Open
How do you mark an Opportunity which was Lost?
Change the Opportunity Status to Closed - Won
Change the Opportunity Status to Closed - Lost and select a Reason
Change the Opportunity Status to Cancelled
Leave the Opportunity Open
How do I create a new Full Account or a new Prospect Account?
Contact dhIntelCRM Team
Ask your Manager
Use the MDM forms on iService
Email the Technical team directly
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