Repair man man
Can you resolve a pending task by moving the proposal stage from "Pending task" to "Pending Task Completed" manually?
NO.
In order to resolve a pending task you must go to the "Open Activities" hyperlink on the proposal page and manually change the status to "resolved".
This will send the deal back to Deal Desk for review!
When transferring a Sales Rep to Post SRA, which Case Reason/Subset Reason should ALWAYS be used?
Other Department > Post SRA Team
NEVER select any Post SRA Case/Subset reasons as we are not actually completing the requested Post SRA task.
I.E - CAP, Contract Change, Change Order, EFP
Can D2H, Fusion, and Direct reps sell in Arizona?
NO.
This team lead was their high school's eagle mascot
Kyle Thompson
To successfully update a customer's address, in how many spots does the address need to be updated/confirmed on the account page?
3!!
1. Account name
2. CDYNE
3. Billing
Which 3 requirements must be met before transferring a rep to Deal Desk?
1. Stage 6
2. Pending Task
3. Exhausted all efforts to resolve prior to transferring
Can partners such as Freedom Forever, Bright Planet, etc. sell in Arizona?
YES. Partners can still sell in Arizona.
D2H, Fusion, and Direct can not.
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Joe Kelley
A deal is pended due to the address on the customer agreement not matching the address on the home's title. On which page in SFDC would you update the home's address? Will a new proposal be needed?
The address should be updated in all 3 address fields on the account page. A new proposal WILL be needed.
When referring a sales rep back to Pre SRA (Spanish Skill 3, Text referring back to Voice, or Voice referring back to presra@sunrun.com), which Case Reason/Subset Reason should be used?
Other Department > Pre-SRA Team
What information should be included in a post requesting assistance in the voice chat?
Sales Rep's name
Sales Rep's Org
Opportunity/Proposal
Issue/Steps already taken to resolve
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Cheyenne Russell-Dunn
How can SSD assist for the pending task "Load Calc- Missing"
SSD can assist with providing blank copies of the load calculator. Instructions are included on the load calculator sheet. Transfer to Deal Desk for any additional questions.
Briefly explain who within SSD would handle typical user management matters. I.E Passwords resets, activation, contact information, etc.
Voice can handle Password resets.
All other inquires should be directed to email! (presra@sunrun.com)
As long as they live in the home with the title holder, can a son, daughter, brother, or sister be the credit signer?
NO!
Only a spouse or domestic partner can be a credit signer.
If a sales rep pushes back on this advise them that it will be flagged and cause problems with the Verification Call if the credit signer does not follow policy
This team lead played the flute through college
Courtney Lucero
A deal is pended for "not accepted building type". A sales rep wants to know why. How will you proceed? I.E what will you check? (Hint: 2 spots)
Check the home's title to confirm building type
Check Helios' list of accepted building types
When the name on the utility bill does not match the customer's address on title, Deal Desk will require a document to be signed by the customer in order to receive SRA. What document is this and how can we assist?
Address Discrepancy Addendum. SSD can:
Providing Sales Reps with a copy of the document
Uploading signed copies to the proposal (Wetsigned copies are accepted)
Sending the document out for signature outside of salesforce (Email Team only)
How should we handle matters needing IT assistance relative to the different sales teams?
Available for Sunrun Direct ( @sunrun.com). For Channel Partners we must submit the ticket on behalf of the representative.
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Adam Gerdts