Which statements are true when converting Leads? (Choose 2.)

• A.Leads can be converted to the Customer stage through a Relationships type CSV import.
• B.When an Opportunity is created, the Lead record is assigned the default status set under Sales Preferences.
• C.A Lead record can be converted to the Customer stage without creating a transaction.
• D.Leads converted to Customers can never be converted back to Leads.

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Which statement is correct regarding Custom Transactions?

• A.Custom Transaction Types cannot include Custom Transaction body fields.
• B.Custom Transaction Types cannot be imported via CSV.
• C.Users can only create one custom form for each transaction type.
• D.Custom Transaction Types can have auto-generated document numbers.

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What is the customer status after creating an Estimate for a Lead record?

• A.Customer
• B.Prospect
• C.Lead
• D.Contact

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Which item types may be used to cluster Item records and group them into one unit? (Choose 2.)

• A.Non-inventory For Resale
• B.Service Items
• C.Kit/Package Items
• D.Lot-Numbered Items
• E.Assembly Items

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Which action can a Sales Rep perform in the Forecast Editor?

• A.Inactivate transactions to exclude in the Forecast Report.
• B.Edit their quota to override their sales forecast.
• C.Adjust the probability and status of opportunities in the forecast.
• D.Edit all transactions that make up their sales forecast.

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