“LEAD/OPP: Visualize Success with Path and Kanban

Question 1

Path shows you at a glance where the record is in your _______ process

Answer 1

sales

Question 2

Guidance for Success is provided at __________ can help to make sure you don’t miss any critical activities.

Answer 2

each step on a Path

Question 3

Selecting a stage and ___________________, will complete that stage and move to the next stage on the PATH

Answer 3

Mark Status as Complete

Question 4

To go make to a stage that was previously marked as complete, select stage and

Answer 4

Mark Current Status.

Question 5

The Kanban view is a ______ summary of the records in a list view.

Answer 5

visual

Question 6

The Kanban view gives shows a big picture view of all your work and lets you easily ____, __________, filter, and move your opportunities along your ________. You can use the Kanban view as a workspace.

Answer 6

sort,
summarize,
pipeline.

Question 7

To access the Kanban view go to :

Answer 7

Sales>
Opportunities tab>
Select the All Opportunities list view>
From the Display As menu (Display As menu icon), select Kanban.

Question 8

By default, the Kanban for opportunities is organized by

Answer 8

stage

Question 9

In Kanban view Opportunities can be moved to the next stage by drag and _____________

Answer 9

drop

Question 10

the Kanban view you can choose one 3 actions on an opportunity, they are _____,______ AND _____ by selecting dropdown arrow of that opp.

Answer 10

EDIT
DELETE
CHANGE OWNER