Configuring CRM Functionality: Assessment Test Questions

  1. What feature must be enabled on the Enable/Disable Features form to provide the basic CRM functionality?
    • Customer Management (correct)
    • Duplicate Validation (incorrect)
    • Case Management (incorrect)
    • Sales Quotes (incorrect)
  2. What tasks are required for the initial configuration of CRM functionality? Select all the correct responses.
    • Enabling the Customer Management feature on the Enable/Disable Features form (correct)
    • Reviewing the numbering sequences on the Customer Management Preferences form (correct)
    • Configuring the customer email accounts to be used for CRM in your company (incorrect)
  3. Which of the following settings can you modify on the Customer Management Preferences form?
    • Numbering sequences (correct)
    • System email accounts (incorrect)
    • Sales tax rates (incorrect)
  4. What are numbering sequences used for in Acumatica ERP?
    • To automatically generate identifiers (IDs) for new records of a certain type (correct)
    • To track user activity and permissions in the system (incorrect)
    • To calculate financial metrics and generate reports (incorrect)
  5. For which types of records can you specify numbering sequences on the Customer Management Preferences form? Select all the correct responses.
    • Sales quotes (correct)
    • Opportunities (correct)
    • Invoices (incorrect)
    • Purchase orders (incorrect)
  6. Which Acumatica ERP feature gives users the ability to validate records for duplicates to control the entry of duplicated records into the system?
    • Customer Portal Management (incorrect)
    • Duplicate Validation (correct)
    • Sales Quotes (incorrect)
  7. What functionality does the Sales Quotes feature give users? Select all the correct responses.
    • To create opportunity-based sales quotes (correct)
    • To automatically assign owners to sales quotes (incorrect)
    • To configure the automatic processing of documents (incorrect)
    • To create sales orders and invoices based on sales quotes (correct)
  8. What can users do with the Address Lookup Integration feature enabled on the Enable/Disable Features form?
    • Fill in missing address information on the forms through integration with web map services (correct)
    • Track user activities in the system (incorrect)
    • Generate shipping labels for entered addresses (incorrect)