1Z0-336 · Question #72
Which are the three configuration options available in Oracle Sales Cloud with regard to closing an opportunity? (Choose three.)
The correct answer is A. Enable the Close Opportunity action that lets users close opportunities while editing them. B. You must enable the Close Opportunity action, and only the users can close an opportunity by C. Require users to enter a win/loss reason and a competitor when they close an opportunity. Explanation/Reference: A: If the Close Opportunity page has been enabled, you must use it to close an opportunity. The Close Opportunity page must be enabled by the administrator Use the following procedure to close an opportunity using the Close Opportunity page. 1. From the…
Question
Which are the three configuration options available in Oracle Sales Cloud with regard to closing an opportunity? (Choose three.)
Options
- AEnable the Close Opportunity action that lets users close opportunities while editing them.
- BYou must enable the Close Opportunity action, and only the users can close an opportunity by
- CRequire users to enter a win/loss reason and a competitor when they close an opportunity.
- DSet the default number of days to the opportunity close date.
How the community answered
(59 responses)- A75% (44)
- D25% (15)
Explanation
Explanation/Reference: A: If the Close Opportunity page has been enabled, you must use it to close an opportunity. The Close Opportunity page must be enabled by the administrator Use the following procedure to close an opportunity using the Close Opportunity page. 1. From the Navigator, click Opportunities. 2. In the list of opportunities, edit the opportunity you want to close. The Edit Opportunity page appears. 3. From the Actions menu, select Close Opportunity. The Close Opportunity page appears. B: You can multiselect opportunities in the opportunity list and close them at once. Use the following procedure to close multiple opportunities at once 1. From the Navigator, click Opportunities. 2. In the list of opportunities, multiselect the opportunities you want to close. To select multiple opportunities, hold the Ctrl key down as you select them. 3. From the Actions menu, select Perform Mass Update. The Mass Update dialog box appears. 4. Click the check box next to the Status field to activate it. 6. Enter a Win/Loss Reason, if enabled as required by your administrator. 7. Click Save and Close. The opportunities you updated are now closed. C: You can use the Edit Opportunity page to close an opportunity by setting its status to one of the closed status categories and entering any required information. Use the following procedure to close an opportunity from the Edit Opportunity page. 1. From the Navigator, click Opportunities. 2. In the list of opportunities, edit the opportunity you want to close. The Edit Opportunity page appears. 3. From the Status field, select a status that belongs to a Closed status category. For example, select Won. The Close Date field changes to the current date. The Win/Loss Reason field becomes active. 4. Select a Win/Loss Reason, if required. 5. Select a Competitor.
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