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WorksheetsReply_RMP_2024
Total questions: 15
Worksheet time: 4mins
Name
Class
Date
1.
Managers and Senior Managers
a)
have the visibility on the entire company by default
b)
have the visibility on their own BU by default
c)
have the visibility only on their opportunities by default
d)
must ask the right visibility through a ticket on Service Desk
2.
Who can see the customers in the system?
a)
All users upon request
b)
Starting from Manager role to Board
c)
only Partners and Executive Partners
d)
All users
3.
Who can create or update a new customer?
a)
Only the CRM Support Team
b)
All users
c)
Only Partners and Senior Partners
d)
Starting from Manager role to Board
4.
Who is a Client Partner?
a)
An external reference for a specific customer
b)
A key customer
c)
The owner of the highest number of opportunities related to a specific customer
d)
The main reference for a strategic customer
5.
Can there be 2 customers with the same Short Name?
a)
YES
b)
NO
6.
Who can create or update a new contact?
a)
Only the CRM Support Team
b)
All users
c)
Only Partners and Senior Partners
d)
Starting from Manager role to Board
7.
Can there be 2 contacts with the same Full Name?
a)
YES
b)
NO
8.
Can there be 2 contacts with the same Email address?
a)
YES
b)
NO
9.
Who can see the contacts in the system?
a)
All users upon request
b)
Starting from Manager role to Board
c)
only Partners and Executive Partners
d)
All users
10.
Who can see the contact details (email, mobile & office phone)?
a)
Only connected users
b)
Only connected Partners
c)
All users
d)
All users except the External Collaborator
11.
What is an intensity?
a)
a connection between a user and a contact
b)
a parameter that helps to track the opportunities between a user and a contact
12.
How can you create a connection with a contact without knowing the Email address?
a)
asking an approval to your partner
b)
using the function Get Introduced
c)
opening a ticket on Service Desk
13.
Which is the best way to find out a specific contact?
a)
Searching by Lastname, Name in the search box on the green top bar
b)
Searching by Email address in the search box on the green top bar
c)
Using the advanced find and searching by the Email address
14.
Can you create an opportunity managed by different BUs or different companies?
a)
YES
b)
NO
15.
Can I add a framework agreement after an opportunity creation?
a)
YES
b)
NO
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