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An illustration showcasing a project management interface with charts, graphs, and a user searching for projects on a screen.

Project Management Quiz

Test your knowledge and skills in project management with our engaging quiz! Get ready to find out how well you understand searching, managing specifications, and coordinating tasks effectively.

11 insightful questions
Multiple choice and checkbox formats
Immediate feedback on your answers

11 Questions3 MinutesCreated by NavigatingGuide24

How to find the area to search for a project

Sales then Leads

Sales then Opportunities

Just look and the screen and hope that it takes you there itself

To ensure you get a complete search should you leave it on "my opportunities"

Yes

What should it be set on

My Opportunities

All DG Opportunities

All

What is the two ways recommend to search

Scrolling up and down until you find the project

Clicking on the magnifying glass

Clicking on the filter

All of the Above

Once you are in the project how do you add a specification

Click on Sales Activites, Add Task

Click on Project Details

Click on Specifications, Add Row then follow the prompts

Along with the specification, under attachments you need to add some other documents. Which Documents are these?

Web Orders

Pre-Approval Documents

Email Chain that corresponds to the project

All of the Above

We have received a warranty for the project. Where should we mark that this has happened?

Click on Project Details

Click on Win/Loss, Click on the drop down box next to Powders and Chose won, in Comments Write we have received a warranty for the project

Attaching the Warranty to Attachments

How to add a task for a Rep to Follow up on

Click On Sales Activities, Under Task Click on New then follow the prompts

Click on Notes and Type in what you want the rep to know

Is it necessary to email the rep with the details still?

Yes

How do you add a rep to the project?

Click on Involved Parties, then on Add

Click on Sales Activity

Click on Sales Team, Then Press Add

Should you add yourself and Debbie to the Sales Team?

Yes

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