True or False: A Loan converts to a lead through the "Convert to nCino" button.
A. True
B. False
To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
A. True
B. False
When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?
A. Route Name
B. App Name
C. Screen Name
D. Body
When using reports to assist in a data load, which file type should that report be saved as?
A. Excel Workbook
B. PDF
C. CSV MS-DOC
D. CSV (Comma Delimited)
True or False: When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.
A. True
B. False
What Icon represents a Loan record in nCino?
A. Money Bag
B. Small Green Man
C. Coin
D. Folder
What objects are standard supported for Document Manager?
A. Loan
B. Relationship
C. Deposits
D. Collateral
E. Treasury Services
F. Product Package
G. All of the Above
Which process gives you the most similar view of nCino on your mobile device?
A. Salesforce1 App
B. Browser
What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?
A. Type
B. Name
C. Industry
D. LookupKey