Lead Classes: Assessment Test Questions

  1. How do lead classes in Acumatica ERP help users? Select all the correct responses.
    • They make the creation of leads faster and more accurate by providing default settings based on the settings specified for the class. (correct)
    • They group leads that share at least one common characteristic. (correct)
    • They give users the ability to automatically convert new leads into business accounts during the first saving of the lead. (incorrect)
    • They give users the ability to save duplicate leads in one class. (incorrect)
  2. Which settings can you specify for a lead class on the Lead Classes form? Select all the correct responses.
    • The identifier and description of the lead class (correct)
    • The default source of the lead, which will be inserted when new leads are created (correct)
    • The default system email account to be used for sending emails to the leads of the class (correct)
    • The color scheme for the lead class (incorrect)
    • The number of leads that can be assigned to the lead class (incorrect)
  3. What happens if you change the lead class of a lead on the Leads form?
    • For this lead, the system inserts the default settings specified for the newly selected class. (correct)
    • The system deletes the previously selected lead class. (incorrect)
    • The lead becomes unclassified. (incorrect)