ITSD Account Activation
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
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
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?
What 2 ways can a discount be applied?
What is a percentage or USD?
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
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
What step is different on a promo code that is not required on a discount?