Check your knowledge

Completed

Answer the following questions to see what you've learned.

1.

An Expected Amount of $50,000 is added to an opportunity. When creating the designation plan, the amount column on a designation plan line is set to $10,000. What will happen to the % column of the line item?

2.

What can users do from the Preferences tab of an opportunity record?

3.

What are the types of Funding Reports that can be created?