pickups
Rate Quotes
Salesforce
lineal footage
???
100
When scheduling a pickup, do you have to pay attention to the time zones?
Yes, especially the "ready now" time
100
How long are rate quote confirmation numbers good for?
7 days
100
If you cannot locate the customer in Salesforce after all search methods have been exhausted, what do you do?
create a new lead
100
Where does lineal footage begin?
14 feet/ 168 inches
100
What is the most effective way to search for a company in Salesforce ?
Universal search : enter company name and zip code
200
Is it necessary to have a 2 hour window when scheduling a pickup?
Yes
200
It is not important to obtain the commodity class for a rate quote. (True or False)
False, it is extremely important to obtain the commodity class
200
What is the difference between a new lead and a new contact?
new lead- does not have an existing account with XPO ; new contact- new contact person for an existing account
200
Three flags for lineal footage are :
8,000 lbs or more, class 150 or higher, 14 pallets nonstacked (or 28 pallets stacked)
200
The PRO number , tracking number and invoice number are all the same number (True or False)
true
300
In order to start a pick up request, what do you have to do with the requestor role?
Select if they are the shipper, consignee, or 3rd party.
300
How can we help the customer calculate the commodity class if they do not already have it?
get the weight and total dimensions and enter into the calculator
300
Give the codes for the following accounts in order and where in the account code they will be found: 1. Bill-to/ 3rd party ; 2. P&D ; 3. Corporate
991 (in the middle) ; 00# ( at the end) ; 001 ( in the middle)
300
Lineal footage and Single Shipment charge is the same thing (True or False)
False
300
How do you determine a shortage
1. by checking the status 2. recent movement history
400
What would be considered a special request when scheduling a pickup ?
Holidays, Saturdays, over 20,000 lbs, more than 12 pallets, special equipment
400
What is the formula for calculating the amount to be paid for extended coverage?
amount covered per class ($) (times) the amount of weight (lbs) ; declared value of freight (minus) amount already covered ; remaining balance (times) 1% = amount to be paid for full coverage
400
When customer has been fully identified in Salesforce (name , location, phone number, role) what is the next thing you should do?
Click on the toaster /case to create a case.
400
What is the criteria for Lineal footage?
meets or exceeds 14 ft in length ; meets or exceeds 48 inches wide ; meets or exceeds 51 inches tall
400
What are the three ways that you can look up a service center’s information ?
Zip code, SIC code and city/ state
500
Match these account codes with their corresponding roles: - 991 ; - 001 ; - 00# ; --- pickup and delivery locations ; --- middle- man, never sees the freight, only arranges the transaction ; --- bookkeeper
991 = middle-man, never sees the freight, only arranges the transaction ; 001 = bookkeeper / corporate; 00# = pickup and delivery locations
500
*************** DAILY DOUBLE********************* What are the four determining characteristics that the NMFTA considers to determine a freight’s commodity class ?
Density, stowability, liability, handling
500
In what instance would you clone a contact?
when the contact name is to be changed but the address and company name stay the same.
500
calculate the following and determine if excessive length, lineal footage or neither and explain why: 4@ 60 x 85 x 97
20 ft (lineal)
500
If a customer does not have a PRO number, what other means can we track by?
1. shipment detail. 2. track by any number 3. shipper pick up request 4. consignee search 5. shipper pickup request call number
M
e
n
u