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APPENDIX A: Check Your Understanding Answer Key
Lesson 1: Customize Basic Firm Settings and Understand Navigation
The modules considered core data modules that store and track all of your
data are
h) Companies
i) Contacts
j) Leads
k) Opportunities
l) Personnel
m) Projects
n) All of the above
Value Lists are located in
a) General Administration
b) Activities Administration
c) Contact Manager Administration
Lesson 2: Create Personnel Records
True or False
Personnel records store data used for resumes.
Lesson 3: Utilize My Preferences
Preferences include options to
a) Create a Dashboard
b) Upload profile picture
c) Associate yourself to a record
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