The sales manager at Cloud Kicks has asked a consultant to create a report to track when opportunities reach a certain stage with an amount equal to $100,000. The consultant saves the report to the Big Deals folder, which is a subfolder of the Sales Team folder. The Sales Manager role has View access to the Sales Team folder. The sales manager wants to subscribe to the report.
Which permission does the sales manager need to subscribe to the report created by the consultant?
During end-to-end testing, users report that a key business process is missing a step.
What should a consultant do first to resolve the issue?
Annual sales numbers change depending on renewal periods and new products. Sales managers at Universal Containers (UC) want to emphasize the importance of customer retention when prioritizing the pipeline and customer engagement for the sales team.
Which metric should the consultant recommend to help UC emphasize the importance of customer retention to the overall business strategy?
Cloud Kicks has completed the discovery stage, and leadership has aligned on the project's business goals.
What should the consultant formalize with stakeholders before moving to the next project stage?