Call 1
The purpose of a Call 1?
What is to provide next steps and Thank the customer for their purchase
The main purpose of a call 2 is
What is to provide a delivery date for materials
Name the Application we use to launch Genesis
What is Bluezone
If product is required on a work order what else will we put on the work order to ensure that product gets ordered?
What is a task
What tab in IMS do we click on to see if Lead Safe Practices are required?
What is History Tab
On a Call 1, Do we call the customer or email the customer if both are on file?
What is an Email
After what activity does a call 2 populate?
What is after the installer schedules the install
Once logged into geneses selected store, what are the 2 different screens to get the the customers order management screen?
What is 1.12.12 or 1.6
Will you put a task on a work order that does not require product?
What is No
What pages should be uploaded if LRRP indicates no...not present
What is pages 1,2,6
If there is no email present on a call1, what is our next steps?
What is call the customer
Whose responsibility is it to provide the customer with a install date?
What is The installer
Name the screen do you use in Genesis to schedule a pick up?
What is screen 1.5.6
Fill in the blank... All first work orders are_______
What is Non Billable
If LRRP indicates yes or Present, how many pages should be uploaded?
What is 6 pages
What salesforce knowledge article will you use on a call 1?
What is Call 1 customer contact
If you call customer without an answer on a Call 2 and can't confirm delivery we should set
What is a follow up date
Once you have found the SOS order in Genesis, what do you ender to change delivery date in Genesis
What is E to Edit
If you have to put labor on a work order, what is your approval limit?
What is $103
Homes built after what year does not require LRRP
What is 1978
The number will we provide to the customer for them to call with any questions or concerns?
What is 877-505-4923
What salesforce article would you use on a call 2?
What is Call 2 customer contact
Once you are on the screen to edit the delivery date, what key function do you choose to change delivery date?
What is F11
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?
What is Create a work order
Where is Lead Safe Practices Reviewed field?
What is Review Document