Call 1
What is the purpose of a Call 1?
To provide next steps and Thank the customer for their purchase
What is the main purpose of a call 2?
To provide a delivery date for materials
When would we call a customer on a call 3?
If there is excess material to be picked up
If product is required on a work order what else will we put on the work order to ensure that product gets ordered?
A task
Once you are logged into genesis selected store, what are the two different ways to get to order management?
What is Screen 1.12.12 or 1.6
On a Call 1, Do we call the customer or email the customer if both are on file?
After what activity does a call 2 populate?
after the installer schedules the install
What will you do with the activity if there is no excess material to be picked up?
Complete it out and put spoke with customer
Will you put a task on a work order that does not require product?
No
What are the 3 ways to search for a customer in genesis
What is customer phone number, last name or PO
If there is no email present, what is our next steps?
Call the customer with the call 1 info
Whose responsibility is it to provide the customer with an install date?
The installer
What screen do you use in Genesis to schedule a pick up?
1.5.6
Fill in the blank... All first work orders are_______
Non Billable
Once you have found SOS order in genesis, what do you enter to change delivery type
What is E for Edit
What salesforce knowledge article will you use on a call 1?
Call 1 customer contact
What screen do you use in Genesis to schedule a delivery?
1.6 or 1.12.12
Which salesforce article would you use on a call 3?
Call 3 customer contact
If you have to put labor on a work order, what is your approval limit?
$103
What is F11
What number will we provide to the customer for them to call with any questions or concerns?
877-695-7664
What salesforce article would you use on a call 2?
Call 2 customer contact
Will we be calling a customer on a call 3 every time?
No
A customer calls in and states that they just had a door installed and it wont stay closed, what are we going to do for this customer?
Create a work order
What application do we use to open genesis?
What is rocket bluezone