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General Course – Trial 360

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CRM Configuration

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1. In which option are the CRM, Lead generation, CRM security, and phone calls options configured?
Categories Types Settings Calls
2. In the "Categories" option it is possible to configure the summary to record a call. This statement is:
False True
3. Which CRM configuration option is selected when marking a subject as pre-screening failure?
Screening failure Reason for loss Category Types
4. Which option allows you to configure the labels for dialing a call? E.g.: no answer, interested, not interested.
Types Categories Settings Summaries