Customizing Sales Forms Quiz

Where can you update the overall look of the sales form template?

• Settings

• Design

• Activity Table

• Content

What section allows you to include contact information on the sales form?

• Activity Table

• Header

• Footer

• Table

What is the purpose of the account summary in the table section?

• To include footer text

• To show shipping info

• To display discounts

• To show customer balances

Where can you customize the details about the products and services being charged to the customer?

• Table

• Design

• Header

• Footer

What option allows you to show how much of an estimate has been invoiced through progress invoicing?

• Footer Text

• Account Summary

• Edit Labels and Widths

• Activity Table

What section of the sales form allows you to include information about discounts and deposits?

• Header

• Table

• Design

• Footer

Where can you personalize messages to customers on sales forms?

• Table

• Design

• Footer

• Header

What is the purpose of the footer text field on sales forms?

• To display discounts

• To include customer balances

• To include disclaimers

• To show shipping info

What section of the sales form allows you to change the order of fields and edit labels and widths?

• Design

• Footer

• Table

• Header

Where can you select a new template to create a style for one specific form?

• Content

• Activity Table

• Design

• Settings