Optimize Opportunity Management AB-210 Practice Questions (Page 2)

Questions 6–10

1. 6foundation · easy

   Which element is typically displayed in an opportunity pipeline view?

   • AProduct inventory levels
   • BOpportunities grouped by sales stage
   • CEmployee performance reviews
   • DCustomer payment history
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2. 7application · medium

   A sales rep has a new opportunity with a custom product that is not yet in the product catalog. The rep needs to add the product to the opportunity and ensure the estimated revenue is calculated correctly for forecasting. What should you do?

   • AUse the Sales Close Agent to add the product to the opportunity.
   • BCreate the product in the catalog first, then add it to the opportunity with the list price.
   • CAdd the product as an activity on the opportunity and link it to a quote.
   • DAdd the product to the opportunity as a write-in product and set the price manually.
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   Which action is typically performed by the Sales Opportunity Agent after it is set up?

   • ASending invoices to customers automatically
   • BCreating new product catalog items
   • CDeleting inactive opportunities
   • DProviding summaries and suggested next steps for opportunities
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5. 9application · medium

   Your organization wants the Sales Opportunity Agent to automatically create follow-up tasks for opportunities that have not been updated in the last 7 days. The tasks should be assigned to the opportunity owner. What should you configure?

   • ACreate a workflow that sends an email reminder to the owner.
   • BSet up a custom view that shows inactive opportunities and ask reps to create tasks manually.
   • CUse the Sales Close Agent to create follow-up tasks for inactive opportunities.
   • DEnable the Sales Opportunity Agent and create a rule that triggers on inactivity and creates a task assigned to the owner.
   Reveal Solution Discussion Select an answer first
6. 10expert · hard

   Your organization sells products in multiple currencies. When a sales rep adds a product to an opportunity, the price should be converted to the opportunity's currency using the current exchange rate. The rep also wants the Sales Opportunity Agent to flag opportunities where the converted price is below a minimum margin. What should you configure?

   • AUse the Sales Close Agent to convert currency and flag low margin.
   • BManually convert the price when adding the product and use a workflow to flag low margin.
   • CConfigure the price list with currency and exchange rate settings, and add a rule to the Sales Opportunity Agent to check margin.
   • DCreate a custom field for converted price and rely on the rep to check the margin.
   Reveal Solution Discussion Select an answer first