CRT-211 · Question #155
Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system. Customers want to know what the different configuration options are. Sales management…
The correct answer is B. Create a new quote record for each of the different product configurations. Sync the most likely to. Creating a new quote record for each of the different product configurations and syncing the most likely to be purchased back to the opportunity will ensure that their quotes and opportunities reflect their sales. This way, sales reps can show customers different options and…
Question
Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system. Customers want to know what the different configuration options are. Sales management wants to ensure the opportunity pipeline is as accurate as possible. What should sales reps do to ensure their quotes and opportunities reflect their sales?
Options
- AUpdate the quote record each time the customer requests a different product configuration, and
- BCreate a new quote record for each of the different product configurations. Sync the most likely to
- CCreate new opportunities for each quote request. Change the forecast category to omitted for all
- DUse the products related list to associate the different configurations with the opportunity. Update
How the community answered
(41 responses)- A10% (4)
- B80% (33)
- C2% (1)
- D7% (3)
Explanation
Creating a new quote record for each of the different product configurations and syncing the most likely to be purchased back to the opportunity will ensure that their quotes and opportunities reflect their sales. This way, sales reps can show customers different options and prices, and keep track of which one is most likely to close. Syncing a quote with an opportunity will update the opportunity amount, stage, and expected revenue fields based on the quote information.
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