A Template administrator is creating a new assessment template for capturing assessment data of the sales lead. Identify the three out of the box template types available in Oracle Fusion CRM.

Question

Options

• ALead
• BOpportunity
• COpportunity Revenue Line
• DCustomer
• EProduct

• A
  75% (27)
• C
  17% (6)
• D
  8% (3)

Explanation

A: Lead assessment templates enable a uniform assessment implementation across leads and provide guidance to sales resources to move the leads further along the sales cycle. Assessment templates enable the analysis and scoring of an opportunity object, such as a product(E), a competitor, or an opportunity(B)overall. After selecting an assessment type, you enter a series of responses to achieve a weighted score. This score then helps determine the success rate of the opportunity Note: Assessment templates enable you to evaluate the health of a particular business object, such as an opportunity product, an opportunity competitor, or an opportunity overall. An assessment template consists of a set of weighted questions and possible responses that arescored. After selecting the appropriate assessment type, you enter responses for all the questions in an assessment template, and achieve a score once the assessment is submitted. This score is used to evaluate the health of the business object. For example, the score could help determine the success rate of the parent opportunity. Points to Consider

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