Salesforce & Agent Tools
What does it mean, if there is no Auth ID attached to a contact in Salesforce?
The person hasn't signed in or created their Intuit Account.
Do you need to pause the recording for license numbers?
Technically no, but you should.
If a customer does not want a subscription, what could you do so they are not charged again at the end of the year?
Cancel autorenew.
What article helps you with a customer who wants to request to be Tax Exempt?
Share your screen, and walk us through how to find the Master Admin of a QuickBooks Realm/Account.
Oii > Change the drop-down from Users to Realms > enter the Realm Id found in the customer's F2 screen > click on Manage Users > Find the user with the role of "Master Admin"
Pick One Person in class to "battle" against. Each give their best call opening, and the class will vote to see who gets the point.
Best Call Opening gets the point
What payroll comes bundled with each version of Enterprise?
Silver: No payroll
Gold & Platinum: Enhanced
Diamond: Assisted
For extra credit, what is White Gold and what payroll comes with it?
Share your screen and show us how you search for a topic in slack. To get full credit, show us how you can toggle back and forth between the search results, and the threads you find.
Search bar at the top. Click on replies in threads you want to read. To get back to the results, click on the search bar again.
What does "Account credit status is NSF" when creating a quote?
The customer will not be able to pay with EFT. They must use a debit or credit card.
How could you use UDAS to troubleshoot Bank Feeds not connecting?
U: Does every user that tries get the same error?
D: Do bank feeds work in a test file?
A: Do bank feeds work in a test file?
S: Is the internet connected or is an anti-virus in place?
What does the List Limit article tell you is the number of payment methods that can be stored in either Pro, Premier, or Enterprise?
10,000
Share your screen, and walk us through using R2D2 to get a QuickConnect to transfer a customer with.
Share your screen.
Where do you go to check for discounts to apply to a subscription?
Pick a person in class to "Battle" against giving your best Glance Disclaimer. The class will then vote to see who gets the points
Pick a person, battle, class votes
How many users are available in each Enterprise version subscription?
Gold & Platinum: up to 30
Diamond: up to 40
How does a customer set a closing date & password?
Sign in as Admin > Go to Company > Set Closing Date. Enter a closing date and password > select ok.
What is the current Data Services TAT time for Pro/Prem & Enterprise?
Pro/Prem: 1 days to assign / 3 to complete
Enterprise: 2 days to assign / 6 days to complete.
Describe and give examples of Call Avoiding and Survey Avoiding. What can happen if you're found to be doing either?
Call avoiding: Not calling back, silently sitting on mute until the customer hangs up, cold transferring calls, flipping from Available to offline, etc.
Survey Avoiding: marking cases internal, not closing cases, removing contacts from cases, etc.
You can be removed if caught doing either.
What is the difference between Peer to Peer Hosting, and Dedicated Hosting?
Peer to Peer is when one workstation acts as the host to other workstations.
Dedicated: All workstations pull the company file from a server, or dedicated machine.
What does it mean to "reprovision" an Intuit Data Protect User?
Change the user in CAMPS