Insightly CRM Quiz
Authored by Nhikka Gonzaga
Business
Professional Development
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7 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the purpose of insightly's platform?
To support sales, marketing, and customer service
To support legal and administration
To support IT and operations
To support finance and human resources
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the benefit of insightly's customizable dashboards and reporting?
Real-time visibility into social media trends
Real-time actionable visibility into relevant metrics
Real-time visibility into global news
Real-time visibility into weather forecasts
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the purpose of the many-to-many relationship linking structures in insightly?
To create a web of association between products and services
To create a web of association between contacts and accounts
To create a web of association between employees and departments
To create a web of association between customers and competitors
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the benefit of insightly's native email integrations with Gmail and Outlook?
To drive productivity and delete key communications
To drive productivity and send key communications to external locations
To drive productivity and save key communications in multiple locations
To drive productivity and save key communications in a single location
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the purpose of the lead object in insightly CRM?
To capture lead inquiries and manage qualification information
To capture employee inquiries and manage training information
To capture supplier inquiries and manage procurement information
To capture customer inquiries and manage support information
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What happens when a lead is converted into an opportunity in insightly?
A net new opportunity and a contact in an organization are created
A net new lead and a lead in an organization are created
A net new opportunity and a lead in an organization are created
A net new lead and a contact in an organization are created
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the benefit of insightly's project manager?
To track pre-sale processes and create competitive environments
To track post-sale processes and create competitive environments
To track pre-sale processes and create collaborative environments
To track post-sale processes and create collaborative environments
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