What is created by a field representative to track communication with the prospect?

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Study for the Netsuite Foundation Process Flow Test. Use flashcards and multiple choice questions, each with hints and explanations to help you master the content and succeed in your test!

The creation of an opportunity is pivotal in a sales process as it represents a potential revenue-generating event that has been identified and is being pursued. When a field representative tracks communication with a prospect, they often gauge interest and identify specific needs. By creating an opportunity record, the representative can document this interaction and progress through the sales funnel.

An opportunity provides a structured way to track not only communication but also the status and potential deal size associated with each prospect. This allows for better forecasting and management of the sales pipeline. In contrast to other options like a lead record, which typically denotes initial interest without full engagement, or a customer profile, which applies to existing customers, the opportunity is explicitly aimed at active sales pursuits.

Using an order is also inappropriate in this context since it typically signifies the completion of a sale rather than tracking ongoing communications. Thus, the opportunity is the most suitable choice for tracking such interactions with prospects.

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