A Click Away
Press this when you are ready to turn your lead into an account.
What is the Convert button?
This field on the Lead drives which Lead view your lead will be found in.
What is the Lead Status?
This will stop you from entering a phone number into VivialForce a second time.
What is Dupe Blocker?
This is what the Lead becomes when it is converted.
What is an Account?
This is the tool in Libraries that you can use to view all digital pricing in one excel worksheet.
What is the Digital Package Builder?
The button you use to create a new lead.
What is the New button?
Where you can find sales collateral and other documents like SEM Cheat Sheets.
What is Libraries?
You will not be able to convert a lead if the State and Country are not in this format.
What is a capitalized 2 letter alphabetic abbreviation?
The name of the person you have been working with becomes this when the lead converts.
What is an account contact?
It is a one page product specific document in Libraries that shows pricing, product support contact information and features.
What is a Cheat Sheet?
Click this when you have called a customer to track your activity in VivialForce.
What is the Log a Call, Log an Event or New Task button?
You can run an SEO report by clicking the link in this section of the account page.
What is the System Information section, on the Account?
Mandatory fields are identified by these on all VivialForce pages.
What are Red Bleed Bars?
Any calls logged on the lead will be found here on the account when it is converted.
What is in Activity History?
Do this if you want a notification sent to you when a specific document in Libraries has changed.
What is Subscribe?
You click this when you want to schedule an appointment in VivialForce.
What is the New Event button?
Completed calls can be found in this section of the lead & account pages.
What is Activity History?
Contact them in case you run into any issues or need assistance in VivialForce.
Who is your Adoption Manager?
Open Activities, like scheduled events on the lead will now be found in the Open Activities section on this once you convert it.
What is the account?
If you want to print a copy of a case study in Libraries use this button.
What is Download?
This is what you do to request the lead owner be changed so the lead is assigned to you.
What is send an email to chatter request you manager?
Enter a new customer's name & number here to see if they already exist in VivialForce.
What is the Search box?
If this is similar on other leads or accounts in VivialForce Dupe Blocker will alert you but not stop you from creating the lead.
What is the Business Name?
True/False;
It saves MORE time entering Minimal customer information on the lead so you can get it converted and fill out things like email and address at a later date.
What is False?
This is found in Libraries and may show product tracking information, like client specific activity and results.
What is a Case Study?