Lead Opportunity Segments Quiz

5 questions Pass: 70% +25 pts (50 with Pro)

Quiz covering Sales Engagement

What you'll be asked

  1. In Dynamics 365 Sales, which entity is primarily used to categorize potential customers before they are qualified into an opportunity?
  2. When configuring a segment in Sales Accelerator, what is the primary purpose of defining criteria based on 'Account' or 'Lead' attributes?
  3. A sales manager wants to ensure that leads generated from a specific trade show are handled by a dedicated team. Which feature should be used to organize these leads effectively in the Sales Accelerator?
  4. If you are setting up a segment that includes 'Hot Leads' based on a high lead score, what happens to a lead that no longer meets that score threshold?
  5. You need to create a segment for 'Enterprise Accounts' that are currently in the 'Proposal' stage of the business process flow. How can you achieve this using the segment builder?

Answers and explanations come after you submit.