True or False? Fields can be made Editable in the Pending Facilities section in Product Package.

• A.True
• B.False

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True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

• A.True
• B.False

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Which fields must be filled out when converting a Lead to a Loan?

• A.Product Information
• B.Customer Contact Information
• C.Relationship and Loan Lookups
• D.Related Entities

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What determines the available choices of Product Line, Product Type, and Product picklists?

• A.Workflow + Field update
• B.Clickback protection
• C.Field Level Security
• D.Field Dependencies

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What is the name of the junction object that typically ties Loans to Relationships and Deposits?

• A.Connections Plus
• B.Collateral Management
• C.Entity Management
• D.Entity Involvement

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