Yard Repairs
What should the subject be in the case of a yard repair?
First and Last name of the caller.
True or False: I should always take responsibility for the damage.
False
How should a I look for a callers information in SuiteCRM?
A) Using the filter tool
B) Using the search bar and search it everywhere
C) I just shouldn't look it up.
What should be in the description of the case?
The problem that they are having, their contact information and their address.
True or False: I should never ask the customer for their phone number.
False
How should I create a note after calling a customer.
What should I check for before creating a Yard Repair cases?
Check for a contact/lead, and an account.
True or False: I should ask the caller is they have called in before regarding this issue.
True
What are cases related to?
Cases should always be linked to an account.
What information should I get form the caller?
Address, phone number, email, and first and last name.
True or False: I should reply to an email from a client with "Dear (Clients Name).
False
What should are the fields I should fill out when creating a lead?
First and last name, mobile, email, account name, and the primary address information.
True or False: I should always be professional when responding to emails from clients.
True
What is a dashlet?
Its a tool that can be used to organize your dashboard.