All tracks

CRM

Leads, opportunities, customers and credit profiles.

What this exam covers

Leads, opportunities, customers and credit profiles. You will be tested on core concepts, day-to-day workflows, data integrity rules (tenant isolation, money as Decimal, soft delete), and how this module connects to the rest of the CargoSurge platform.

Exam format

  • Multiple-choice & multi-select questions
  • Time-boxed, randomized from a question pool
  • 70% to pass · retake after 24 hours
  • Valid 24 months · recertify in place