IncorrectWeight: 1

Select the steps that are mandatory for the configuration of CRM functionality.

 Saving the default settings specified on the Customer Management Preferences

(CR101000) form
 Configuring the user email accounts to be used for CRM in your company
 Implementing the minimum general ledger, cash management, accounts payable, and
accounts receivable functionality
 Enabling the Customer Management feature on the Enable/Disable Features (CS100000)
form
 Configuring basic company settings
Incorrect Weight: 1
Which Acumatica ERP feature gives users the ability to create cases in the system through
the Self-Service Portal?

 Customer Portal Management

 Case Management on Portal
 Customer Portal
 Case Management
Incorrect Weight: 1
What can be used as the default owner for a lead of a class? Select all the correct responses.

 A user that is determined through a lead assignment map specified for the class
 The user who has created the lead
 A business account of the user who has created the lead
 The email account of a user
 A workgroup that is determined through a lead assignment map specified for the class
Incorrect Weight: 1
What can you do with leads in the system by using lead classes?

 Assign a lead of a class to a workgroup automatically during the creation of the lead
 Create an opportunity that has a predefined opportunity class through lead conversion
 Associate a lead with a business account
 Associate a lead with a contact
 Specify the default campaign class of a marketing campaign for a lead of a class
Incorrect Weight: 1
On the Contact Classes (CR205000) form, which settings can you specify for a contact class
record?

 The set of attributes that are specific to the contact class

 The stages that are specific to the contact class
 The identifier of an opportunity created based on a contact of a class
 The assignment map that is used for the contacts of a class
 The default owner of the contact class
Incorrect Weight: 1
Select all the correct statements about a business account class.
  You can use attributes of a class, which appear on the Attributes tab of the Business
Accounts (CR303000) form, for entering additional data about a business account of the
class.
 You can specify the mailing settings for sending electronic documents to recipients (that
is, the mailings to be available by default for business accounts of a class) on the Mailing
Settings tab of the Business Account Classes (CR208000) form.
 You can change the default business account class only before you first save a newly
created business account on the Business Accounts (CR303000) form.
 You specify the default business account class on the Customer Management Preferences
(CR101000) form.
 You can create only one set of attributes for all business account classes on the Attributes
tab of the Business Account Classes (CR208000) form.
Incorrect Weight: 1
Select all the correct statements about attributes specified in a campaign class.

 Attributes specified in a marketing campaign are kept if for a particular marketing

campaign you change the selected campaign class.
 Attributes are listed on the Attributes tab of the Campaign Classes (CR202500) form.
 The attributes for a campaign of a class are listed on the Attributes tab of the Marketing
Campaigns (CR202000) form.
 All the attributes specified for a marketing campaign are removed if you change the
campaign class specified for a campaign.
 The attributes specified in a marketing campaign are kept if you change the campaign
class specified for a campaign and the new selected campaign class holds these attributes.
Incorrect Weight: 1
Which settings in an opportunity class may help you estimate the probability of successful
closing of a deal?

 Attributes
 Conversion settings
 User-defined fields
 Stages
 Opportunity class identifiers
Incorrect Weight: 1
Select all the correct statements about an opportunity stage that has been selected in
existing opportunities and then made inactive in the system.

 The system includes an inactive stage in the list of available stages for an opportunity of a
class.
 An inactive stage is shown in CRM reports.
 The system excludes an inactive stage from the list of available stages for an opportunity
of a class.
 The system leaves an inactive stage in the list of available stages for an opportunity of a
class, but makes this stage unavailable for selection.
Incorrect Weight: 1
Select all the steps that are mandatory for the configuration of duplicate validation.
  Selecting the Validate Leads and Contacts for Duplicates on Entry check box on the
Duplicate Validation Settings tab of the Customer Management Preferences (CR101000)
form
 Defining duplicate validation rules on the Duplicate Validation Settings tab of the
Customer Management Preferences (CR101000) form
 Enabling the Lead/Contact Duplicate Validation feature on the Enable/Disable Features
(CS100000) form
 Creating numbering sequences for leads, contacts, and business accounts on the
Segmented Keys (CS202000) form
 Calculating validation scores on the Calculate Grams (CR503400) form
Incorrect Weight: 1
Select all the settings in leads and contacts that you compare when duplicate validation
rules have been set up.

 Last Name
 Email Address
 Lead ID
 Website
 Attribute
Incorrect Weight: 1
Which steps do you perform to create a lead assignment map? Select all the correct
responses.

 Adding rules for the assignment of leads on the Rules tree of the Assignment Maps
(EP205010) form
 Adding conditions for assignment or approval criteria on the Conditions tab of the
Assignment Maps (EP205010) form
 Selecting an owner or a workgroup on the Rule Actions tab of the Assignment Maps
(EP205010) form
 Specifying an assignment map on the System Email Accounts (SM204002) form
 Creating a new assignment map, giving it a unique name, and selecting the Lead entity
type on the Assignment Maps (EP205010) form
Incorrect Weight: 1
Select all the correct statements about the distribution of leads through an assignment
map.

 You set up rules, conditions, and actions related to rules for an assignment map on the
Assignment and Approval Maps (EP205500) form.
 You can create different assignment maps for different lead classes on the Assignment
Maps (EP205010) form.
 The system distributes leads among workgroups or owners automatically if a lead
assignment map is specified on the Customer Management Preferences (CR101000)
form.
 The system distributes leads according to the lead assignment map specified on the
Customer Management Preferences (CR101000) form when you assign leads to owners
on the Assign Leads (CR503010) form.
 Weight: 1
Incorrect
Which settings can you specify on the Reaction tab of the Case Classes (CR206000) form?

 Priority
 Response time
 Reason
 Severity
 SLA
Incorrect Weight: 1
Select all the correct statements about the Per Case billing mode for a case class.

 A case of the class can be billed after it has been closed.

 A user can select a billing mode for a case of the class on the Cases (CR306000) form.
 An individual activity associated with an open case of the class can be billed.
 A contract must be specified for each case of the class if the Contract Management
feature is enabled on the Enable/Disable Features (CS100000) form.

IncorrectWeight: 1
For which types of records can you specify numbering sequences on the Customer
Management Preferences (CR101000) form? Select all the correct responses.

 Mass emails
 Business accounts
 Marketing campaigns
 Marketing lists
 Opportunities
 Sales quotes
IncorrectWeight: 1
Which settings can you specify for a lead class record on the Lead Classes (CR207000) form?
Select all the correct responses.

 The option that determines the default owner for leads of the class
 The approval map that is used for leads of the class
 The opportunity stage to be used for an opportunity that is created based on a lead of the
class
 The stages that are specific to the lead class
 A set of attributes that are specific to the lead class
IncorrectWeight: 1
On the Contact Classes (CR205000) form, which settings can you specify for a contact class
record?

 A set of attributes that are specific to the contact class

 The stages that are specific to the contact class
 The identifier of an opportunity that is created based on a contact of the class
  The assignment map that is used for the contacts of the class
 The option that determines the default owner for contacts of the class
IncorrectWeight: 1
Select all the correct statements about a contact class.

 You specify the default contact class, which the system will insert for a new contact of a class,
on the Customer Management Preferences (CR101000) form.
 You can change the default owner for the existing contacts of a class by specifying a new
owner in the Default Owner box on the Contact Classes (CR205000) form.
 You can change the default contact class only before you first save a newly created contact
on the Contacts (CR302000) form.
 You specify the default contact class the system will insert for a new contact by selecting the
Default Contact Class check box for a contact class on the Contact Classes (CR205000) form.
 You can use the attributes of a class, which appear on the Attributes tab of the Contacts
(CR302000) form, for entering additional data about a contact of the class.
IncorrectWeight: 1
Which settings can you specify for a business account class record on the Business Account
Classes (CR208000) form? Select all the correct responses.

 The assignment map that is used for business accounts of a class

 The identifier of an opportunity created based on a business account of the class
 The option that determines the default owner for business accounts of the class
 The set of attributes that are specific to the business account class
 The stages that are specific to the business account class
IncorrectWeight: 1
Which settings can you specify in a record that represents a campaign class?

 Conversion settings
 Mailing settings
 The description
 Attributes
 The stage
IncorrectWeight: 1
Which of the following steps must be performed to create a new opportunity class?

 Activating at least one stage on the Opportunity Classes (CR209000) form

 Selecting the newly created opportunity class in at least one opportunity on the
Opportunities (CR304000) form
 Adding stages specific for a new opportunity class on the Opportunity Classes (CR209000)
form
 Specifying the new opportunity class on the Customer Management Preferences (CR101000)
form
 Adding at least one attribute on the Opportunity Classes (CR209000) form
IncorrectWeight: 1
Suppose that on the Customer Management Preferences (CR101000) form, the Block option is
selected in the Create on Entry column. Select all the correct statements.

 If you try to create a business account that has a duplicate setting, the system displays a
warning message.
 You can save the duplicate business account or cancel the creation of the business account.
 If you try to create a business account that has a duplicate setting, the system displays an
error message.
 The system shows a dialog box with the list of duplicate settings of the new business account
and the existing business account.
 If the business account that you are creating is a duplicate, you must cancel the creation of
the business account.
IncorrectWeight: 1
Select all the steps that you need to perform to create a lead assignment map.

 Selecting an owner or a workgroup on the Rule Actions tab of the Assignment Maps
(EP205010) form
 Specifying an assignment map on the System Email Accounts (SM204002) form
 Creating a new assignment map, giving it a unique name, and selecting the Lead entity type
on the Assignment Maps (EP205010) form
 Adding conditions for approval criteria on the Conditions tab of the Assignment Maps
(EP205010) form
 Adding rules for the assignment of leads to the Rules tree of the Assignment Maps
(EP205010) form
IncorrectWeight: 1
Select all the correct statements about rules in an assignment map.

 An assignment map may contain any number of rules.

 Multiple rules in an assignment map are executed simultaneously.
 A rule that is no longer required must be deleted from an assignment map.
 The name of an inactive rule is preceded with (Inactive) on the Rules pane.
 A rule includes the conditions and actions related to the rule.
IncorrectWeight: 1
Which settings can you specify for a case class record on the Case Classes (CR206000) form?
Select all the correct responses.

 The default severity levels and response times for each case of the class
 The assignment map that is used for cases of the class
 The billing settings for cases of the class
 The option that determines the default owner for cases of the class
 The set of attributes that are specific to the case class