Sales Managers want to be sure that all opportunities entered with a sales stage of Short List, Selected, or Negotiation appear on the forecast. Which two options represent a way to accomplish this requirement in CRM on Demand?
Correct Answer: C,F
Explanation/Reference:
Explanation:
F: To make a field required for this sales stage:
a) In the Additional Required Fields title bar, click New.
b) On the Edit Additional Required Field page, select the field from the list.
c) Review the tips for entering default values that appear onscreen, and then enter the value you want to have as the default (optional).
When you enter a default value, the default value is added to the record only if that field is blank. For example, if the record already has a Revenue value, specifying a default value for Revenue here will not cause the revenue amount already saved in the record to be overwritten.
d) Save the record.