Dynamics 365 Sales

Dynamics 365 Sales

Quiz by Dale Aguil

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Q 1/4
Score 0
I want to do the first stage to qualify a lead. I go to the first stage of the Business Process Flow, and I enter initial details.
Which of the following details is NOT used in this first stage, when I am deciding whether the qualify a lead?
60
Rating (Hot, Warm and Cold)
Purchase Process (Individual, Committee, and Unknown)
Estimated Budget
Purchase Timeframe (Immediate, this quarter, next quarter, this year, and unknown)
Q 2/4
Score 0
I want to do the next stage, which is creating an opportunity.
Which of the following details is NOT used in this second stage (and this is used when qualifying a lead)?
60
Add a potential close date
Add a probability for the sale to occur
Forecast sales revenue
Identify the Decision Maker

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Related quizzes

Dynamics 365 Sales

Quiz by Dale Aguil

Customize this quiz to suit your class

Instantly translate to 100+ languages

Measure skills

from any curriculum

Tag the questions with any skills you have. Your dashboard will track each student's mastery of each skill.

Q 1/4
Score 0
I want to do the first stage to qualify a lead. I go to the first stage of the Business Process Flow, and I enter initial details.
Which of the following details is NOT used in this first stage, when I am deciding whether the qualify a lead?
60
Rating (Hot, Warm and Cold)
Purchase Process (Individual, Committee, and Unknown)
Estimated Budget
Purchase Timeframe (Immediate, this quarter, next quarter, this year, and unknown)
Q 2/4
Score 0
I want to do the next stage, which is creating an opportunity.
Which of the following details is NOT used in this second stage (and this is used when qualifying a lead)?
60
Add a potential close date
Add a probability for the sale to occur
Forecast sales revenue
Identify the Decision Maker

4 questions

Q.

I want to do the first stage to qualify a lead. I go to the first stage of the Business Process Flow, and I enter initial details.

Which of the following details is NOT used in this first stage, when I am deciding whether the qualify a lead?

1

60 sec

Q.

I want to do the next stage, which is creating an opportunity.

Which of the following details is NOT used in this second stage (and this is used when qualifying a lead)?

2

60 sec

Q.

I have created a quote, and I click on “export as PDF”. Which of the following is NOT an option?

3

60 sec

Q.

I want to use the Forecast category for a specific opportunity. I have only just started to work on this opportunity, and I think I have a low probability of winning it.

What Forecast category should I use?

4

60 sec