You quality a lead for a business account. After several conversations with the business contact you discover that the business used a different vendor. Which record should you deactivate?

The correct answer is A. opportunity. After you determine whether the prospective customer or an existing customer wants to purchase your product or service, you may close an opportunity. By closing an opportunity, you deactivate it, but you do not delete it. This gives you an option to reopen it later. When you…

Managing Leads, Opportunities, and Accounts

Question

Options

Aopportunity
Blead
Ccontact
Daccount

How the community answered

(50 responses)

A
78% (39)
B
4% (2)
C
12% (6)
D
6% (3)

Explanation

After you determine whether the prospective customer or an existing customer wants to purchase your product or service, you may close an opportunity. By closing an opportunity, you deactivate it, but you do not delete it. This gives you an option to reopen it later. When you close an opportunity, an opportunity close activity is created. It is represented by the opportunity close entity. You can use this entity to store information about the revenue, why you closed the opportunity, close date, and the competitor. It also contains the information about the user that created the opportunity. https://msdn.microsoft.com/en-us/library/gg334362.aspx

Topics

#opportunity management#record deactivation#lost opportunity#lead qualification

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