ZD Sell
This is the first task you must do when receiving a deal
What is first email?
When a customer wants a device shipped to them we create this in Epicor
What is a Sales Order?
T or F
An unassigned ticket is our responsibility.
what is True
T or F
The admin dashboard will let you change the customers alert settings
what is false?
This excel sheet is used to to find a plumber
What is the Consolidated Plumber list?
This is the person you must CC on first emails AND close out emails
What is the clients Adjuster(Post Loss)
or Risk Consultant (Pre-Loss)?
This is the contact information you include in the "contacts" tab for post loss orders
what is the adjusters?
The main function of ZD support is this.
what is answer customer support emails and calls?
This is the information you use to look up a device
This website is used to track the shipping of our devices
What is UPS?
This is how long you wait after you send out the first email to give the customer a call.
What is 5 days?
This tab is where you can receive the tracking number of an order.
What is Item Shipments?
If you are waiting on a response from a customer, this is the ticket status you use.
What is Pending?
If the device has manual settings enabled the alerts will say these two options
What is Slow or Major leak alert?
ALD is Streamlabs #1 choice of plumber, what do we fill out before sending them an installation request?
What is the ALD Installation Request Form?
This tab in sell lets you view emails, calls and texts
What is Communication Center?
What is quote?
If a ticket status is this, the customers problem has been answered and no other action is needed.
What is Solved?
T or F
The admin dashboard will show you how many phones/devices each alert notification was sent to
What is False?
This page on our website is good to use when customers have questions you do not know the answer to.
What is FAQ's?
This is the Stage you put the client in when they agree to install a device.
What is Schedule Plumber Stage?
A defective devices' return order uses this Acronym
What is RMA?
If you see a ticket from a risk consultant it is probably regarding this.
what is a pre loss referral?
If the admin dashboard shows no alerts during the clients learning period what is it safe to assume?
what is an incomplete learning period/ were not home using water?
This website is used to find the customer's agent information.
What is the Agent Lookup?