Universal Containers wants their Technicians to capture potential up-sell opportunities identified during site visits that will then be addressed by the inside sales team. What Configuration will support this requirement?
Suggested Answer: D
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12 comments · newest first
CA
Carmen
12 months ago
C doesn't really address the lead creation part, does it?
ER
Ernie
12 months ago
Wait, can a Flow really auto-create leads? That sounds too good to be true!
LA
Launa
12 months ago
B could work, but it feels a bit clunky for the technicians.
JO
Jodi
1 year ago
I think A is better since it allows for direct input during site visits.
KE
Kenia
1 year ago
Option D seems like the most efficient way to automate lead creation.
AV
Avery
1 year ago
I recall a question about sharing rules, but I'm not convinced that option C is the right approach here. It feels more about visibility than capturing leads.
SO
Solange
1 year ago
I'm not entirely sure, but I feel like creating a Quick Action like in option A could work too. It seems straightforward for the technicians to use.
TE
Tequila
1 year ago
I think option D sounds familiar. I remember we practiced something about using Flows to automate lead creation.
GL
Glory
1 year ago
I might be overthinking it, but option B seems off. A Web-to-Lead page doesn’t really fit the scenario of capturing opportunities during site visits, right?
BE
Benedict
1 year ago
This question seems straightforward, but I want to make sure I understand the details of the PHIPA law before answering.
NI
Nieves
1 year ago
Hmm, I'm not too sure about this one. I'll have to review the indexes.conf documentation again to see if I can find the right setting.
BA
Barabara
1 year ago
Okay, let me think this through. I know the goal is to transform the company into a customer-driven organization, so I'm going to go with A. Giving customers more flexibility in how they interact with the company seems like a good way to start.