Connect 360
Which tab/button in Connect360 do you select to start a shipment ticket?
Vehicle Intake>Add a Vehicle or Add Hardware
What's the field name in the CSP for the link to Fleetcare?
Fleetcare Link
Where in SalesForce, can I locate the Account Owner?
Top of the screen on the Account Page > Title Account Owner
How much do we charge for a no show or late cancellation?
$150
What's our Follow Up SLA?
48hrs
Where can I locate a Purchase Order (PO)?
Scheduling Portal > Job ID
When a device is shipped from a CSP, how does it automatically appear in FleetCare? ie: What's the automatic naming convention.
ESN + the timestamp of when it was scanned out of the warehouse
What are the 3 financial flags and account can be on?
Green, Amber/Yellow, Red
How do I add a no show fee to a jobid?
C360> Scheduling tab > Job ID > menu option with three dots > Add Fees
What's the 6 fields we must update in our CSP during initial/1st contact?
Client Project Manager
Follow up Date
Install Type
Hot Notes
ROI
Onboarding requirement
Installation Status
What do I click on to Start a Hardware shipment in C360?
c360> work ticket > Add hardware
Which tab do I go to, to make sure that their Features are enabled?
Features & Access?
Which Quicklinks, would I click on to what product(s) subscriptions that customer has/have?
Subscriptions
Customer is CMI but would like to pay upfront for VMI. They're installing 2 vehicle trackers with AI Dual cams; how much will their total cost be for pro installation?
$600
Which field MUST be assigned to OPT in order for them to do our Install Verification Task
Implementer
Work Ticket History
How can I check in Fleetcare if a vehicle is reporting?
Vehicles Tab > View history of that vehicle
What's the name of the field that would tell me which Segmentation (ARR) the customer is on?
CS Assignment (Investment, Principal, Signature and Premier)
Technician requested for $450 hotel fees, how many Hotel Qty will you add?
3
6 attempts, create SAN case, Installation status - Action Needed - Unresponsive
If an install will take more than 1 day; how will the scheduling be handled?
split
Which tab does the EAT-B appear in, in Fleetcare?
Assets
Which 3 Segments do we support?
Micro, SMB, MM
You are scheduling for an upsell of 2 AI Dual Cams; what are the service line items and QTY that we need to add to our PO?
Service Repair - Multiple device (QTY 2)
Installation Road Facing or Dual Cam (QTY 2)
VMI Order: Customer Installation was provided by the Account Owner. We made an OB call to the POC to attempt to confirm but received their VM. What's the next step?
CLS/VMI - LVM for POC > Proceed with HW shipment based on info provided in customer installation > Attach Install Prep Sheet to CSP > Email customer HW is on the way & attach Install prep sheet > Update CSP & Checklist