WorksheetsVLOCITY QUIZ
Total questions: 10
Worksheet time: 3mins
In Vlocity, to create a new opportunity, the AM should:
Go to Accounts - Details and Click Upload Circuit
Go to Opportunities Tab and click "NEW"
Go to Accounts - Related and create Master Quote
Go to Cart and add product
True or False: Budgetary proposal creation is required for all types of opportunities.
True
False
When do you click on Sync Opportunity?
When Scoping is Created
When Serviceability is completed
When Cart is Completed
Whenever an Entry is created
When LOA is required, who will initiate the request for approval?
Industry Head
Contract Manager
Account Manager
SDAT
Identify the next step after moving the opportunity to Stage 3:
Create Master Quote
Create Budgetary proposal or Contract
Create Group Quote
Create Reservation Request
For Non-standard contract, the AM must:
Create Standard contract, download, edit then upload
Create standard contract and tag Contract Manager for the required modification
Use your own contract template then upload
None of the above
True or False: You can change the preferred currency after opportunity has been synched.
True
False
True or False: You can edit the price of your cart while the contract is still under Negotiation stage.
True
False
How do you check out an opportunity?
Click on the Group Quote, click on the drop down button and click check-out
Navigate to cart thru multi service point then click check-out
Move the opportunity to Stage 5
You can check in, but you cannot check-out
True or False: Customers can sign the contract via Docusign as long as they have a license.
True
False
