CRM
Residential customer information, not considered a lead
What is a contact?
True or false... I have to have an internet connection to generate a proposal
What is false?
The name of the program used for calendar and email
What is outlook?
The place an estimate slot is created
What is the CRM?
What is CertaOne?
Project type used to change the price of a job once a job has been marked complete
What is a change order job?
The entity we want to market and sell commercial jobs to.
What is an account?
Feature used to change paint systems, labor rates, includes and excludes quickly
What is bulk edit?
Program used to collaborate, ask questions, share documents, host meetings, make calls, find CertaOne Support tools
What is Teams?
The place an estimate appointment is scheduled
What is CRM?
What is CertaOne?
Feature in CertaOne that allows you to change the price of a job while it is in progress
What is a price adjustment?
The feature that gives you the ability to have default labor rates, spread rates, and paint systems when estimating
What is a scenario?
The location I create a level 3 optional item
What is the PJCC?
To create an estimate slot for someone else I have to...
What is "assign" the appointment?
Action needed if you've completed the job, but you need to reduce the price
What is a negative change order?
What is dashboard screen?
What is jobs by status dashboard?
Recommended best practice for options
What is multiple proposals?
Feature used to track an email in the CRM
What is the Dynamics 365 button in outlook?
What is emailing from the CRM?
The easiest place to adjust the time of an already created estimate appointment (scheduled or unscheduled)
What is Outlook calendar?
I accidentally create a change order for the wrong amount
What is create another to balance it out?
This feature allows you to create a "To-Do" for someone else in your business
What is a task?
Place I enter a surface/item that is not currently in my defaults
What is a custom item?
What is optional details in the PJCC?
The program(s) I can use to replace DropBox
SharePoint/Teams
If I want to see and edit someone else's calendar, the steps are...
What is the user must share their calendar on outlook with full permissions?
The name of the button I need to click if I manually changed the price of a job and need to add an additional room, side or surface
What is click restore original?