A sales manager would like access to the following:
All closed/won opportunities in the last six months for each account the manager owns.
All cases created within the last six months for each account the manager owns.
What can the administrator create to meet these requirements ?
An administrator must select milestones from an existing list of available milestones. * (1 Point)
The VP of Finance wants to ensure that once an opportunity is closed, it cannot be modified by any user.
How can an administrator meet this requirement?
Universal Containers is implementing a new lead status process and wants to be able to do the following:
- Track leads through five different status values
- Run reports showing the duration a lead spends in each status
- Run full Lifetime reports of a lead from creation to conversion
- Prevent leads from skipping a lead status
How can these requirements be met?
The finance director at Cloud Kicks asks the administrator for an exception report that shows all B2C accounts that are missing the credit card number. The credit card number is a classic encrypted field.
What action should the administrator take to meet this requirement?
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