Assigning Leads to Owners and Workgroups: Assessment Test Questions

  1. How can you assign leads to owners? Select all the correct responses.
    • Through the use of a lead approval map (incorrect)
    • By specifying the default owner for a lead class (correct)
    • By manually selecting the owner of a particular lead in the Summary area of the Leads form (correct)
  2. What tasks must be performed before the system can automatically assign leads to owners and workgroups by using an assignment map? Select all the correct responses.
    • Creating a company tree on the Company Tree form (correct)
    • Creating a lead assignment map on the Assignment Maps form (correct)
    • Creating a lead approval map (incorrect)
  3. What options are available to determine how the system selects the default owner of a lead in a lead class? Select all the correct responses.
    • Do Not Change (correct)
    • Insert Creator (correct)
    • Assign Randomly (incorrect)
    • Choose Based on Lead Status (incorrect)
  4. Suppose that a lead class has Creator selected in the Default Owner box of the Lead Classes form. What does the system insert in the Owner box of the Leads form when a user creates a lead of this class?
    • The user who created the lead record (correct)
    • A random employee (incorrect)
    • Nothing; the box is left empty (incorrect)
  5. On which form can you create a hierarchy of workgroups in Acumatica ERP?
    • Company Tree (correct)
    • Assignment Maps (incorrect)
    • Leads (incorrect)
    • Companies (incorrect)
  6. Suppose that two different lead assignment maps are specified for a lead class on the Lead Classes form and in the Assignment Settings section of the Customer Management Preferences form. What happens when you create a lead of this class?
    • The lead will be assigned to an owner according to the assignment map specified for the lead class. (correct)
    • A dialog box opens prompting you to enter the lead's owner. (incorrect)
    • The lead will be assigned to an owner according to the assignment map specified on the Customer Management Preferences form. (incorrect)
    • Both assignment maps will be ignored and the lead will not be assigned to any owner. (incorrect)