RMIS Account Activation
What field on the Account under Accounts Flags needs to be updated to Yes
What is RMIS
Do we create the ITSD account in salesforce or do we create it thru the ITSD Sign up website page?
What is the ITSD Sign up website page
What is Closed Won
We create the Quote on what salesforce page?
What is Opportunity
What is the name of the new feature that allows you to save your most frequently saved products?
What is Favorties
For an RMIS Account, do we need to create an opportunity?
What is Yes
On an ITSD account we need to create these 2 things in Salesforce
What is an Opportunity and Contact
We create all Opportunities thru the?
What is Contact
We can edit the quote and add products by clicking what button?
What is Edit Lines
When you create a new quote and you click on edit lines then hit add products what is the pop on the next page called?
Hint it helps guide you to the correct products
What is Guided Selling's
For an RMIS Account the person who is signing the contract, what is their contact role?
What is Contract Signer
What is DOT, MC , Dispatch Name, and Phone #
When we are upselling or upgrading do we need to create an opportunity?
What is No
What is the Order Status on an activated account?
What is Activated?
Regan names her contacts first name 1 of these 2 names
Frank or Regan
Once we activate an RMIS account it creates a second one of these?
What is a contract
On the ITSD Account What is the salesforce fields' name that shows us what product the customer selected and their contact info
What is ITSD Products and Contact Info
We click on this quick link to amend the _____
What is Contracts
What is the buttons' name that we click to add the card number?
What is Link New Credit Card
We click this button to be able to give the customer the exact dollar amount we will be charging their card
What is Calculate Tax
Hint* if we dont update these two things the pricing will be wrong
Hint 2* We went back fourth on this process multiple times because we didn't think it looked right
What is End Date and Subscription Term
We need to create this once we activate the ITSD Account?
When we are amending a contract it is crucial that we add a ___ to the product we are removing and adding
What is a Start Date
What button triggers the security checks and then starts the automation process for our account to activate
What is Submit for Approval
Who does not play?
What is Gator Dont Play