ACH AH and Nursing Quiz

Do you need to fill in your username and password details to login?

• Yes, fill in the details

• No, login by clicking the "Login with One ID button"

• I dont want to login

• None of the above

What is a Lead?

• A prospective customer

• A customer we haven’t done business with in 6 months​

• A follow up task​

• Something my puppy needs​

What are Opportunities?

• Someone who is interested in ACH​

• Represent the Home Support & Home Care Package Referrals​

• Represent the companies you do business with​

• Represent people associated with a company​

What is a Person account?

• Someone who is interested in ACH

• Represent people associated with a company

• Represent ACH Group customers

• Represent the Home Support & Home Care Package Referrals

What happens when a lead is converted?

• A Person account is created

• An Opportunity is created

• Nothing happens

• Both A and B

Answer explanation

As discussed in the presentation, whenever a lead is converted, an opportunity and person account is created

What should you do if a Lead is Closed Lost?​

• Provide a closed reason​

• Capture conversations & interactions with the Lead​

• Update the Lead Status​

• All of the above

What must you do before entering a new record in the system?​

• Navigate to the Home page​

• Perform a search to check if a duplicate is already in the system

• Ensure you have admin rights​

• None of the above​

Where do I assign the Services?​

• On the Person Account​

• As a Task​

• On the Opportunity record

• Write it down on a piece of paper on my desk​

Where can you view the Activities

• Activities are visible under Next Steps on the ACTIVITY tab

• Activities are visible under Next Steps on the Related tab

• Activities are visible under Related tab under Chatter

• None of the above

Answer explanation

Where can we record the relationships/related contacts for an account?

• In the Related tab of Person's account

• In the Details tab of Person's account

• In the Address tab of Person's account

• In the Activities tab of Person's account