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الرئيسية └UC Solutions Onboarding └Customer Relationship Management (system)

UC Solutions Onboarding

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Customer Relationship Management (system)

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أدوات العرض
51 مجموع المشاهدات
6 مشاهدات الأعضاء
45 المشاهدات العامة
1. After the Pre Sales ticket is completed, the next step is Quotation.
False True
2. If a deal is cancelled, it should be marked as Lost with a reason.
False True
3. When creating a new Deal, you must select:
Sales Order Price List Organization / Contact and Expected Revenue Product only
4. After creating a Deal and clicking Qualify, it moves directly to Won.
False True
5. A Deal cannot be created without selecting an organization or a Contact.
False True
6. Who confirms the price before sending it to the customers?
Customer Mina Wagih Sales Administrator Product Manager
7. Customer and Deal information must be added when creating a Quotation.
False True
8. Where should you mention the Product Manager to add pricing?
Description field only Internal Email Log Note Customer Note
9. When a new Opportunity is created, it appears in the Pipeline under New Prospect.
False True
10. A successful deal is closed by selecting Won.
False True
11. The Lock Sales Order step happens after:
Creating the Opportunity Price is confirmed by customer Adding the product Creating the Deal
12. In Pre Sales, the name, customer, deadline, and end user must be filled in.
False True
13. If a deal fails, it should be marked as:
Locked Lost Qualified Won
14. Products such as Sophos, Kaspersky, or Dell are added in the Quotation stage.
False True
15. Expected Revenue is added during: Select all that apply
Pre Sale only Pre Sales and Opportunity Quotation only Opportunity Creation only
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