Basics
Where do you change your Phone Number and your Office Hours
What is Profile Settings
Someone that has never been to a Lennar Community
What is a Lead
You must do this before you Convert the Lead
What is Take Ownership
What you add under Loan Information
What is Loan Type
What is
1. PPPA
2. PSA
3. Election Form
4. Cooperating Broker Agreement
How do you save a record to your Favorites
What is Star on tool bar
The time you have for adding a Realtor after you Convert
What is 24 Hours
What I search for if someone has already been a Lennar Customer
What is a Contact
Where I record my buyers Deposit Payment
What is Make a Payment
What document would I use to add Non-Purchasing Spouses information
What is PPPA
You must include this when you send in a Help Desk ticket
What is the URL/Address Link
Where do you add, How did you hear about Lennar?
What is Source and Source Type
Steps I take if my Appointment/Walk In is already a Contact in Salesforce
What is Search for their Contact and create New Opportunity
Where I need the Opportunity Status to be in order to get the Homesite from Available to Sold
What is PA Pending
Can I Void a DocuSign Envelope if all Buyers have Signed
What is No
Explain ABAD
What is our Affiliated Business Associates
Lennar Mortgage
Lennar Title
Lennar Insurance
I use this to communicate with my Construction Manager
What is Chatter
4 Things that will happen once you Convert a Lead will?
Creates a Household
Reports Traffic
Creates a Primary Contact
Creates an Opportunity for your Community
I run this on all my Buyers from the Contact Record
What is OFAC/SDN Search
PA document where I would add my Buyers Affiliated Choice
What is Election Form
Linking your Customer with your Loan Officer
What is Blend
Where I can view my Released Homesites
What is Scarcity
Who can edit a Contact
Anyone, there is no owner on a Contact
How do I get a Sold Pending Close
What is
All Buyers have signed
I the NHC have signed
Payment shows received
Steps I take if the Buyers have signed the PA and want to Transfer to another Community
What is Cancel by sending out the Cancellation Agreement and go back to the cancelled opportunity and select the Primary Contact and select New Opportunity