You need to determine how notes and attachments are handled in converted leads.
How are they handled?
You need to configure the system for incoming email to support creation of leads from email requirements.
What should you do? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to configure territories and membership.
Which configurations should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
You need to determine which fields are required when opportunities are marked as lost.
Which fields are required?