Salesforce
UGA
Opportunities
Programming
Scent Discovery
100

A person who has only expressed interest in our product is a

Lead


100

Can I use Amex for my monthly payments?

No

100

Would a Wireless Pro receive VIP Perks?

No 

100

What should we do if a new bottle of oil is put in the diffuser and the light is still blue or red

Reset the volume and level

100

Inspired by the 1 Hotel

My Way

200

After converting a lead, what happens?

An account & opportunity is created. 

200

Where do you go to begin the application process? 

uportal360.com

200

What are the steps needed to take if the client is picking it up in store?

  • If your client is picking up their machine and discovery set kit in a retail store, on the product line of the machine and on the product line of all oils within the discovery set kit, you must place the retail location that product was picked up under the “address” column. 

  • Only Input address for Machine and ALL discovery set oils, if you add an address to subscription area, the system will think ALL future orders will be picked up in store.  

  • Add “picked up in store” on description before selecting Closed-Won.  

200

How many events can you create on a professional-grade device?

5 

200

Inspired by the Westin Hotel

Dream on

300

Where do we find clients’ purchases?

Opportunities 

300

What is the Monthly Payment range for a Vangogh?

$139-$159

300

What is the discount % for a VIP PIF?

15%

300

Can my events overlap?

No

300

Inspired by the W hotel

24k Magic
400

How do I calculate tax?  

  • Open Opportunity  

  • Select Quote  

  • Scroll down to “AVALRA” section.  

  • Select “Calculate Tax” this will add tax automatically for you.  

400

What is the monthly payment range for a Musuem ?

$159-179

400

What is the deal type when selling our All-Inclusive Plan? (Financed + VIP PIF)

Subscription


400

What does the green, blue and red lights indicate on the professional grade devices?

Green: More than 50% of the oil remaining

Blue: Between 25-50% of the oil remaining

Red: Less than 25% of the oil remaining

400

Inspired by the Edition Hotel

Black Velvet

500

How do I locate client's quarterly shipment preferences?  

  • This will always be found in the initial financing opportunity.  

  • Click orders. 

  • Search for quarterly shipment that you are wanting to edit by looking at the “fulfillment dates.” 
  • Then click on the subscription order number.  
  • This will lead you to your subscription preferences. Within this page you can edit scent, fulfillment date, and shipping address.
500

What is the monthly payment range for a MuseumXL?

$269-$289

500

If I'm selling 3 Museums on the same opportunity, how many discovery sets will the client receive?

1 Discovery Set

500

How can you perform a factory reset?

Hold Mode until you hear the device beep

500

Inspired by the Atlantis Hotel

Skyfall

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