Appointments
What link does the Sales Manager use to commit appointments to DCs?
The "Schedule Board"
From the Sales Manager Dashboard dropdown menu, what option allows the SM to create a Self Gen?
The SP DC Dashboard
What project status indicates that a job is ready for SM Approval?
"Pending Approval"
When creating a Change Order, should you search for the Homeowner's: Contact, Order, Quote or Opportunity?
The Contact
Where does the SM confirm that commissions and discounts have populated and are correct in FO?
Expense Forecast View
In what Schedule Board window can the SM reassign an already committed appointment?
the "Resource" window
What button do you click to create a cart?
"Add Products to the Cart" button
From what Screen does the SM confirm the DC's upload of project Photos and Files
The Order Screen
To execute a Change Order in CE, what Status Reason must the order have?
"Mgr. Approved" or "CM Certified"
What screen do SMs now have access to in FO that benefits their weekly meeting with Construction?
Unscheduled View
Where does the SM submit a Lead dispute Claim to the CCTR?
The "Lead Disputes" box on the Opportunity Screen
You can revise a Quote only until the Homeowner has __________________?
Clicked on "Click to Accept New Investment"
What are the 2 options for viewing project documents?
The "FO Notes and Attachments" button and from the "CE Timeline" under the "Details" Tab
In a Change Order, after clicking on the "Quotes" tab, what link do you click on?
"+New Quote"
In the Consolidated Information section, you can upload four types of content. Name them.
An image, file, note, or link
Which SM Dashboard dropdown lists "Ballpark Opportunities - Unassigned by Site"
"My Team's Open Opportunities" dashboard
You have clicked out of the Sign Site to revise your quote, what must you remember to update?
Financing and discounts
What button enables the SM to adjust or add to the DC’s Order?
the “Order Product Tool” button
What does the "$0 Change Order" field default to?
"No"
When job notes are entered in FO, Email notifications can be sent to team members with a direct link to which section?
The Notes & Attachments section (On Hold)
From the Ballpark "Assign Opportunity" window, what field do you select the DC from?
"User or Team"
For a Manager to delete a quote, what must the Quote's status be?
"In Progress"
How does the SM access Jobtracker to approve the Order and send it to Construction?
The "Jobtracker Job" button in the top menu
What button in D365 makes it easy to reference products and quantities from the existing order?
The "View Previously Sold" button
What does an SM click on to upload new Finance information for a project in FO?
The "Paper Clip" icon