Scrubbing
You have a deal with hosted SKUs and Threat Response. What support SKU should you use?
Platinum Support Rule
PP‐SUP‐PS
What Products are included in a P2 bundle?
Bundle Information
Prot, Tap, TRAP, IMD, Email Iso, CAD, Encryption/DLP and PSAT Ent.
You are processing an Essentials deal and the customer is upgrading from Business to Advanced, which pool should you use?
Create a Sales Order in D365 - SOP
Renewal
What should your close date be on a ProServ Opportunity?
Filling Out a Salesforce Opportunity
Date the ProServ Case was approved
You are processing a New deal, and you realize they have an active Eval. What will your start date be?
Setting Contract Dates
PO Date
Your PO does not reference your Quote. What other information is required to be on the PO in lieu of the QR?
PO Requirements- OM Scrub
FOB Origin, User Count, Payment Term and Subscription Term
Do you need a CTS Call when a customer is adding on sensors for ET Pro?
Emerging Threats (ET) Delivery
Yes
When renewing a virtual archiving appliance, what sku should you use?
Virtual Archiving Appliance - SOP or D365 Sku Exceptions
VAAR instead of VAA
What information do you put in the comment on a Proserv Case when approving?
Approving ProServ Cases in Salesforce
Approved by Finance and SKU
When you process a PSAT deal with parent and child accounts, how do you allocate the users for the parent account?
Parent-Child Accounts
Account should show the full users
Your deal has Protection Saas and Virtual Edition Technology. What support SKU would you use if they all share the same term date?
Platinum Support Rule
PP-SUP-PS
When approving a CTS call for PSAT products, what installation method do you choose?
Recent Updates - Process Change SCORM
LMS SCORM 1.2/SaaS
We have a straight renewal of Protection, TAP, Warranty and TRAP. Which pool do we use?
Create a Sales Order in D365 - SOP or D365 Sku Exceptions
Sales
Your deal has a line for Protection for 24 months, and a line for Protection for 2 free months. What is the number of months you should put in Salesforce under Months?
Filling Out a Salesforce Opportunity
26 (and put 2 under free months with modified ARR box checked)
You have an NFR Deal and find that there is no partner agreement in place, what is your next step?
NFR - Not for Resale
The sales rep and channel manager must reach out to "newcreditapp@proofpoint.com" and go through the Partner On-boarding process
You have an Add on Deal for $52,000. What is your contract requirement?
Contract Requirements
Legal approval
What information do you need to put into the CTS call when you approve Personal Browsing Defense?
Proofpoint Isolation
Approved by finance, Package, Term, Users
How do you enter shipping and handling into an SO, for appliance deals?
Appliance SOP: D365/Delivery or Shipping & Handling in D365 - SOP
Sell>Charges>New>Freight
Where do you put payment language in a Salesforce Opp?
Payments Deals (Contractual & Non-Contractual)
Finance Comments
What is the naming convention for the "Credit Request Form" inside the "1 Credit Memo" folder?
Naming Conventions for OM Shared Folders Wiki
CustomerName_DocType_SO/INVNumber_Date
DarciesPubandGrill_CMRequestform_SO-0000012345_20190213
You have a new deal selling Protection & TAP, what ProServ SKU needs to be on the order?
ProServ SKU Requirements by Product
PP-PST-EPTPB-A
You have a New deal with Protection, TAP, Threat Response and EFD 360. How many Proserv opps and Proserv Cases are needed?
Delivery Home Page - Step 2
3You have a renewal with add on of users. PPU for the renewal is $32.00 (Same as last year) and PPU for the add on $28.00. What will your pool be?
Create a Sales Order in D365 - SOP
Sales
What steps do you NOT take, when doing a 9 QR Deal until it is released?
9 Quota Retired (9QR)
Invoicing and Delivery
Where do you obtain the exchange rate for an international order prior to invoicing?
EMEA Deals
Locate the current exchange rate in the “Exchange rate” field on your SO.