Trailhead Week 2 - Thursday Flashcards
Activities include tasks ,_______, and calendars.
events
Track tasks and meetings together in ________________________ to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
lists and reports
Tasks
Easily relate every task to records for leads, contacts, campaigns, contracts, and other information that you need
Events and Calendars
track meetings with customers, prospects, and colleagues
- Drill down from events to related records, feeds, files, contracts, and more. You can also track events in reports.
Activity Timeline
track your activities in the activity timeline.
- The activity timeline is supported for accounts, cases, claims, contacts, contracts, insurance policies, leads, opportunities, and activity-enabled custom objects.
Activity Reminders and Notifications
You can customize reminders in your personal settings in both places.
Activities Reports
Run standard or custom reports that display details about your tasks or events and their related contacts, accounts, opportunities, and other associated records.
Work with the Dynamic Activity Composer
The dynamic activity composer gives reps activities at the click of a button and offers more choices than the tabbed activity composer.
Always associate _______ with an account.
contacts
What two types of account-contact relationships can you see in Contacts to Multiple Accounts?
Parent and sibling
How do you set up the account hierarchy?
Direct & indirect
Who should be on your personal Default Account Team?
Coworkers you usually work with on your accounts
_____ are people and companies that you’ve identified as potential customers
Leads
When you qualify a lead, you can convert the lead record into an ___________ .
opportunity
______ are deals in progress
Opportunities
Which of the following can you expect from opportunity teams?
They share info, tips, or contacts to help close the deal
What type of split do you use to credit a supporting team member who wasn’t directly responsible for the revenue on an opportunity?
Overlay Split
An _______ split gives you a way to credit supporting team members.
Overlay Split
- It can total any percentage of the opportunity amount, including a percentage over 100%, and it doesn’t count toward the revenue split on the same opportunity.
_____ __________ highlight the information you need the most when you open a record, so you don’t have to switch tabs or scroll around to find critical data.
Key Fields
Use the Path to update the record’s status by clicking ______ _______ ___ __________ to move the record to the next step on the path.
Mark Status as Complete
By default, the Kanban for opportunities is organized by ______.
Stage
Each ________ represents one stage.
column
Kansan view shows a summary of the deals in each column based on the sum of the _________ of each column’s opportunities.
Amounts
Which one of these actions isn’t a valid way to update the status of a lead?
a. Click “mark Status as complete” in Path
b. Click the desired step on Path, then click “mark current status”
c. View the lead record, chick “edit” and change the status field.
d. Change the Kenban settings Group By to “status”. Drag the record to a different column.
e. In any list view, click “shuffle” to change up every record status
e. In any list view, click “shuffle” to change up every record status
You have a dozen open opportunities from different companies, but when you check the Kanban view of your All Open Opportunities list, you only see opportunities for one account. What should you do?
Checkte filter panel to see if records are being filtered out
