In the Event...
These are the SF objects created within a Lead or Opportunity that reflect seller activities.
What are tasks and events?
This is the name of the field in Salesforce where your notes are housed.
What is Comments?
This is the task required when a customer or prospect provides permission to use a specific phone call or email.
What is Do Not Contact Attestation?
"Hey Pod Squad can you tell me more about ___ 12345678901 decline, please?"
"Never call me again!"
What is an opt out?
A field team member is given 48 hours to do this action after a meeting.
What is log the meeting?
This part of your SF note will be used in the event of a complaint by a customer.
What is a detailed description?
This efficiency tool will not block a seller from calling a number that is listed as do not contact.
What is Groove Omnidialer?
Using your SF access to look up this category of people will result in big bad things for you…
What is family, friends, celebrities, or anyone else without business cause?
"Owner does not have time to speak to you today"
What is not an opt out?
This is the phrase used to describe the first important conversation held regarding spend.
What is first appointment?
In order to avoid confusion in both Salesforce and on calls, both of these monicers are required to be included in every SF note.
What are first and last names?
These are the indicators that illustrate that a seller can call or not call a customer.
What is green check, red x?
Recording this in SF is considered a violation of HIPAA and should never be done.
"Owner is dead"
What is not an opt out?