Opportunity
TITLE OF OPPORTUNITY
WHAT IS FIRST & LAST NAME ACCOUNT - T2
what is you must build your own opportunity and no automation is on to change fields?
First step in your account page
What is Current service status , Delivery mode, Date of last dispo, last dispo, sales rep, app service status = trial, Log the call?
What is possible trial abuser. DNC, was called less than 3 months ago
WHAT IS EITHER 1.5 MONTHS OUT
what is READ ALL NOTES?
what is the activity tab?
Disposition when you get a text in for trial
what is trial request - text?
Steps to take when sending out a t2txt
What is introduction
title of your task
what is t2/09/14/2021?
Fields you update on the account page that are in the step by step
What is lead gen rep, Sales rep and Current service status?
automations on the contact page
what is none, everything has to be updated manually?
Steps then receiving a trial back offer
What is note a new log saying received text , sent whatever back, and update pages accordingly, email Kaitlyn back saying completed ?
What is to show the process in sales, keep track of trial members history/sales?
steps for not getting the Q
what is update lead gen rep, date of last dispo, last dispo and notes?
Other fields you may need to update on the account page
commodity check mark boxes, address, account owner
The reason we log the call in the contact page
what is so it connects to all pages from the contact page?
Steps when receiving a not interested or stop back from a t2txt
Final , one of most important steps, there is two parts to this answer.
What is setting task for the sales rep and connecting it to the contact
what is the contact page?
The two following steps when someones account name has the word cattle in it.
what is check the commodity box, make sure to ask the member if he answers, note when logging call
Location of T2 lists & frequency of calling from it.
Days it gets filled
Contact tabs, everyday equal as lead list, and monday wednesday