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WorksheetsPresales week 2
Total questions: 16
Worksheet time: 4hrs 0mins
What are the three key pieces of information that you always need to check in order to collaborate a SFDC deal with the Partner?
Partner Address
Partner Contact
Channel Account Manager
Incentive approvers
When collaborating a deal you give to partner "read & write" access to the deal.
True
False
All cisco internals have access to all deals in CCW
True
False
For an AM change request, do we need the Account Owner's approval?
True
False
If you don't have the option to update the AM on CCW what alternative tool do we use?
My Deal Manager
SDFC
CPR
My Quote Manager
What is the name of the tool we use to update the AM on a SFDC opportunity?
AWB
My Deal Manager
CCW
MUT
How long can it take for the AM to be updated after you change the ownership of a deal on MUT?
Inmediately
1 Hour
12 Hours
24 Hours
Where do we go within SFDC to convert deals from CCW to SFDC?
Manage Partner Quote
Accounts
People
Opportunities
If you need to convert a deal to SFDC and the account name is not available. Can you create a new account?
Yes, to expedite the process for the AM
No, you need to ask the AM to do it.
In order to create an Estimate on CCW you must create a deal first.
True
False
What warning can you get when re-opening a DID and what you do in case this happens?
You cannot reopen the Deal, contact the AM for them to do it
Once reopened you wont be able to resubmit for approval, so never reopen a deal
Price Change; inform the AM before proceeding/re-opening
Where do you check the approvers on a Promo Deal (Incentives)?
Review Tab
Approvals tab
Deal History
Quote
What is the first step to do before modifying (discounts or lines) a Deal ?
Add hardware discounts
Reopen the deal
Add service discounts
Export the original quote and save it as backup
Besides changing the discount on specific lines, can you also update the discount per Product, Service and Subcriptions?
Yes
No
What do you do right after updating a Deal ID?
Submit it for approval unless otherwise indicated
Close it
Ask the AM for permission to submit it
Ask the partner to submit it for approval
When the discount % is too high (incremental/non-standard) we need a strong business justification for Finance to approve.
False; you don;t need justification
True; you can ask the AM if you don't have one.
