Page 77 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Lesson 4: Configure a Company Record

Which record requires a Company record for association?

a) Contact record
b) Opportunity record
c) Both Contact and Opportunity record

Lesson 5: Configure a Contact Record

What is the best practice for adding a new Contact?

It is best practice to open the company record for which your contact is a
member and search the Contacts table first.

Lesson 6: Configure a Lead Record

True or False
You can enter Leads without associating with any other core data modules

Lesson 7: Configure an Opportunity Record

It is best practice to add an Opportunity record from
a) the + Create New menu
b) a Contact record
c) a Company record

Lesson 9: Configure Forms

True or False
The Go-No Go Simple and Go-No Go Advanced Form is the only template
provided among several others.

Lesson 10: Configure a Project Record

Which tab in the Project record has its own management tool?
Project Image Manager

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