Provider Portal
Where is the Provider Portal login page found on Expertise.com?
At the bottom of the page under the "Provider" Column.
Where are the 3 places we can find the Research Criteria on expertise.com?
Homepage
Any Directory
"About"
How long does it take to get Listed if you are a Featured Partner?
1-2 Business days.
Where do you find your daily ToDo's?
The Action Tab
What is the email to CC if you need Provider Success to be notified of an update request?
providersuccess@expertise.com
What report can be download from the Provider Portal & the Parent account?
90-day analytics
What are the 5 Criteria we look for?
Reputation
Qualification
Experience
Engagement
Professionalism
What is the minimum for an Enhanced Listing?
$26
What filters should you ALWAYS have on the action tab?
Due Today
Past Due
What email needs to be sent when a cancelation is requested?
"Cancelation Response" found in Sales Force
Where in the Provider Portal can the Awards be found?
What is the last step in our research process?
Secret Shopping
What are the options at the end of the Submission Process?
Schedule a Meeting
Call in
If the call information did not autofill what do you do before logging?
Associate with a contact
Add a Status
Where can you find Lizanne's Scribe Tutorials?
The Scribe Glossary sheet that was shared & pinned in slack.
What is the button we click to view the provider portal labeled?
Login to Experience as User
What's our minimum review score to let someone get listed with (google review, yelp reviews...etc.)?
3.75/5
Can we add Videos to a Personal Profile?
Yes!
Where do you create a 1 off task?
the "+" on the omni bar.
Will changing the subscription frequency after an opp has gone Closed Won trigger a frequency change?
No!
What are the 4 tabs in the Provider Portal?
Home
Create a Support Case
Listing Performance
Get more Traffic
How many Mystery Shop Attempts are made?
3 - 5
Does the Featured Listing have a do follow link?
NO!
How do you pause someone in a flow?
How do you cancel a Duplicate Subscription & Order?
Goto Subscription # -> Order # -> Drop down "Cancel Order & Subscription" -> Check "deleting duplicate" & "Replaced by new subscription" -> Uncheck "send notification email" -> Submit.