IT'S ALL A BUNCH OF BSA
A PAYMENT OPTION FOR THOSE THAT HAVE ORDERED AT LEAST ONE TIME PRIOR, HAS A 0 BALANCE HISTORY & HAS HAD TO SIGN A PAYMENT AGREEMENT.
WHAT ARE THE QUALIFICATIONS FOR AN
OA ACCOUNT?
CUSTOMER RELATIONS MANAGER
IT'S WHAT IS VERIFIED EACH AND EVERY TIME YOU RECEIVE A SPREADSHEET.
WHAT IS THE LAST NAME FIELD, THE ADDRESS FIELD, THE PHONE NUMBER, SHIP WEEK, SHIP METHOD, ITEM INFORMATION AND SUBTOTAL
THE SIZES ALLOWED FOR PERSONALIZATION.
WHAT IS 1 LB / 2 LB TRADITIONAL TOFFEE
& 15 / 30 OZ PETITES
THE NUMBER OF RECIPIENTS ON WE TRY TO MAX AT ON ONE ORDER.
WHAT IS 80?
WHAT IS THE CHILD ORDER?
THE PLACE WHERE A LID OR CARD PROOF ARE SAVED ONCE APPROVED.
WHAT IS THE VIEW DOCS FIELD IN THE CRM?
THE PATH TAKEN TO FIND THE 2026 GIFT LIST SPREADSHEET FOR EACH CUSTOMER.
WHAT IS YDRIVE, CUSTOMER SERVICE, 2026 BSA, BSA ACCOUNTS, SPREADSHEETS?
THE TIME NEEDED FOR PRINTING LIDS/CARDS.
WHAT IS 5 BUSINESS DAYS?
THE TWO ITEMS NEEDED FOR EACH RECIPIENT WHEN ORDERING A PERSONALIZED LID.
WHAT ARE THE LID DESIGN AND ITEM CODE?
THE ONLY WAY YOU KNOW WHEN YOUR LID ORDERS ARE READY TO BE RELEASED.
THE MOST COMMON REASON WHY YOUR CRM WON'T SAVE.
WHAT IS MISSING CONTACT INFORMATION?
THE PATH YOU TAKE TO SAVE THE FINAL GIFT LIST BEFORE YOU SEND IT FOR UPLOAD.
WHAT IS YDRIVE, CUSTOMER SERVICE, 2026 BSA, BSA ACCOUNTS, PREPARED GIFTLIST, FINALIZED GIFT LIST?
THE FORM USED FOR CREATING A NEW CARD DESIGN.
WHAT IS THE PERSONALIZED CARD DESIGN SUBMISSION FORM?
THE AMOUNT OF TIME WE ARE GIVEN TO GET AN ORDER CONFIRMATION OUT TO A CUSTOMER ONCE THEY HAVE SUBMITTED THEIR SPREADSHEET.
WHAT IS 72 HOURS?
THE WAY YOU GET YOUR CUSTOM CARDS READY FOR THE WAREHOUSE.
WHAT IS GROUPS OF 25?
THE WHY BEHIND USING THE CRM.
WHAT IS TO KEEP TRACK OF EVERYHING YOU HAVE DONE AND NOT DONE FOR AN EXISTING CUSTOMER AND TO KEEP TRACK OF YOUR DAILY TASKS?
ITS WHAT IS NEEDED BEFORE UPLOADING AN ORDER WITH A CUSTOM CARD OR LID.
WHAT IS WRITTEN APPROVAL?
THE NUMBER WE USE FROM THE ORDER CONFIRMATION WHEN PLACING A LID ORDER.
WHAT IS THE ORDERED COLUMN?
IT'S REQUIRED BEFORE WE CAN RELEASE ANY ORDER TO SHIP?
WHAT IS THE PAYMENT?
THE SAVED FORM THAT MUST BE FILLED OUT WHEN SENDING PERSONALIZED CARDS TO THE WAREHOUSE AND THE PATH TO FIND IT
WHAT IS THE CARD FORM FOR FULLMENT?
YDRIVE, CUSTOMER SERVICE, 2026 BSA, BSA DOCUMENTS
THE PATH YOU TAKE TO CORRECTLY SEND AND EMAIL THRU YOUR CRM.
WHAT IS PEOPLE, SEND EMAIL, SELECT EMAIL CHOICE, FIX SUBJECT LINE AND DONT FORGET ATTACHEMENTS IF APPLICABLE.
IT'S WHAT IS FILLED OUT WHEN YOU ARE READY FOR AN ORDER TO BE UPLOADED.
WHAT IS THE ORDER UPLOAD REQUEST?
WHAT IS THE PART # AND LID COUNT?
WHAT IS LEFT OFF THE ORDER CONFIRMATION WE GET BACK FROM CRYSTAL THAT WE NEED TO LOOK FOR AND ADD TO EACH CONFIRMATION.
WHAT IS THE DUE TO SHIP, THE SHIP VIA , ORDER HOLD STATUS AND ANY INTERNATIONAL ORDERS?