NC SALES ACTIVITY Leads & Opportunities Click to begin

Directions In this activity you will be asked a series of questions to reinforce the learning you had in the classroom or in the web demonstrations about NC. There are 5 questions, select the best answer by clicking on that answer. Let’s see how well you can do! Click the button below to begin. Let’s get started!

TRUE or FALSE Inside of the NC tool you can be automatically assigned Leads and you can assign leads to yourself manually. TRUEFALSE

CORRECT! You can only be assigned leads manually. Next Question

In the picture below click on one of the fields that is required.

INCORRECT… You can only be assigned leads manually. Next Question

In the picture below click on one of the items that is required.

INCORRECT…GO BACK AND TRY AGAIN! Return to Try Again

CORRECT! Opportunity, Account, and Owner are all required, because they have the tan shading. Next Question

From the account screen below, click on the arrow next to the item that will take you to your newly created opportunity. Events Opportunities New Opportunity New Event

INCORRECT…GO BACK AND TRY AGAIN! Return to Try Again

CORRECT! When you expand opportunities you can see your newly created opportunity. Next Question

When you first meet with your customer, you may not get all of the required information. Which two fields below might you have to return and update after your second meeting with the customer? Click on the correct pair

INCORRECT…GO BACK AND TRY AGAIN! Return to Try Again

CORRECT! Option 3: Merge Bill and Tax Exemption are required fields but you may have to secure this information on your second customer visit. 3 Next Question

The screen below shows how you can view your new opportunity from…. A. your leads page B. your home page C. your account D. your blackberry

INCORRECT…GO BACK AND TRY AGAIN! Return to Try Again

CORRECT! Your home page view Next Page

CONGRATULATIONS! You have completed this activity on leads and opportunities! CLICK ESC on your keyboard to end