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As a Sales Representative, you are using Kanban view in Guided Selling. When can you move Opportunities from one sales phase to another using drag-n-drop feature?
Correct Answer: B
According to the SAP Service Cloud Version 2 User Guide1, Kanban view is a visual representation of the sales pipeline that shows the Opportunities grouped by sales phases. You can use the drag-n-drop feature to move Opportunities from one sales phase to another, as long as the Opportunity has a blue check mark beside it. This indicates that the Opportunity meets the minimum criteria for the target sales phase. If the Opportunity has a green check mark, it means that it exceeds the minimum criteria. If the Opportunity has a yellow check mark, it means that it is missing some mandatory fields. If the Opportunity has a red check mark, it means that it does not meet the minimum criteria. Therefore, the correct answer is B. References = SAP Service Cloud Version 2 User Guide, page 67.