Module · The org and its data✅Knowledge checkCheck: can you read the org?4 questions · Pass at 60%1. A client wants their pipeline's first column called "Enquiry Received" instead of what it says now. What do you tell them?Fine — stage names are only labels on a boardFine, as long as nobody has a report open at the timeIt is a rename with consequences: several workflows match that stage by its exact text, and they will stop matching silentlyIt cannot be changed once enquiries exist in it2. Somebody who borrowed last year enquires again. What should the org look like afterwards?The person stays a Customer, and a new enquiry starts at the first stage of the boardThe person is moved back to Lead, because they have a new enquiryThe existing enquiry is re-opened and moved back to the first stageA second contact record is created, so the two enquiries do not get confused3. Where does the value on an enquiry come from?The price of the product linked to itThe average of that product's previous dealsIt is calculated from the applicant's incomeSomebody asked for that amount — nothing derives it, and no enquiry here is linked to a product at all4. You want to know whether a human being has actually worked a case in the last fortnight. What do you read?The record's updated_at, which moves whenever anything happens to itThe last note on it — the activity log is overwhelmingly machine writesThe activity log, which is the complete history of the recordThe stage, because an untouched case does not moveCheck answers← Back to Expedify in an AfternoonNext topic →
