Creating Contacts: Assessment Test Questions

  1. What is a contact in Acumatica ERP?
    • A record that represents an individual and includes information such as name, address, email, and phone number (correct)
    • A record that represents a contract between two customers (incorrect)
    • A record that represents a company and includes information such as company name, address, email, and phone number (incorrect)
  2. How can you create a contact in Acumatica ERP? Select all the correct responses.
    • Automatically by converting a lead to an opportunity on the Leads form (correct)
    • Manually on the Leads form by clicking Create Contact on the More menu (correct)
    • Manually on the Contacts form by clicking Create Contact on the More menu (incorrect)
    • Automatically by converting an opportunity to a contact on the Contacts form (incorrect)
  3. Which entities can be associated with a contact? Select all the correct responses.
    • Leads (correct)
    • Business accounts (correct)
    • Invoices (incorrect)
    • Purchase orders (incorrect)
  4. What happens when you create a contact from a lead on the Leads form?
    • The system copies the contact information of the lead to the associated contact. (correct)
    • The lead is automatically converted into a customer. (incorrect)
    • The contact information of the lead is deleted. (incorrect)
  5. What does the status of a contact indicate in Acumatica ERP?
    • Whether the contact is available for selection in lookup tables on data entry forms (correct)
    • Whether the contact is associated with a specific business account (incorrect)
    • Whether the contact can create records in the system (incorrect)