Navigation
You'll find this at the bottom of the Home Screen
What is Dashboards?
This information on a lead cannot be duplicated
What is Phone Number?
The Log A Call button is found in this section
What is Activity History?
Your Username in PhoneBurner will be this
What is Vivial Email Address?
You'll do this on the Lead to create an Account
What is Convert?
You'll find Recent Items and Custom Links in section seen on most pages.
What is the Side Bar?
You'll use 2 different types of information to confirm a lead isn't in VF
What is Phone Number and Address?
This field is updated to match the outcome of the activity
What is Lead Status?
You'll go to this tab to start the PhoneBurner Process
What is Leads Tab?
You'll click on this to access the pre-created Opportunity
What is Opportunity Name?
You'll want to make sure the My Task section is set to this to see everything
What is All Open?
You'll use this button to enter a lead not already in VF
What is the New button?
When you log a call on the lead, this is the only mandatory field you must update
What is Call Type?
Once you check the leads you want to call, you'll click this button to begin
What is Begin PhoneBurner Session?
You'll find the New Quote button in this section
What is Oracle Quotes and Orders?
The link to the VF Reference Guide is found in this section
What is Custom Links?
Changing this every time you work a lead will move it from one view to another
What is Lead Status?
The number of days a lead can go without activity logged
What is 30?
The dial session phone number will be valid this amount of time
What is 60 seconds?
After you add items to the quote you'll need to click this button to see the Sold Rate
What is Save?
You're on this tab every time you log into VF.
What is the Home Tab?
You'll check for this when you locate a lead already in the system
What is Open Activities and Activity History?
This will move an Event from Open Activities to Activity History
What is Date and Time?
When you complete a call in PhoneBurner you'll select this to move on to the next call
What is Post Disposition?
You should never select this stage unless you have a signed contract
What is any Closed stage?