Compass Tools
What does your spreadsheet need to be saved as to import into the Compass CRM?
.csv file
What program features a 10% match from Compass?
Agent Equity Program
When replying to an agent in Zendesk and you are waiting for the agent response, you place the ticket on ________ OR _______.
Hold OR Pending
What portal contains all of our unique checklists?
Manifestly
Where in Salesforce do you launch Enboarder?
AMA
What tool allows us to create mailing labels?
Our own CRM!
What is the maximum cash advance you can get through Concierge?
$5,000
True or False: Robert Reffkin is an executive chairman at Compass.
FALSE
What is the only field that is duplicated in the contact and the AMA?
Business Title
What are the three options to select in Enboarder in regards to preboarding information?
Full preboarding, Partial preboarding, and Skip preboarding
Digital ads can be used for which three types of listings?
- Active
- Coming Soon
- Sold
What are the maximum funds you can borrow from Notable for a Bridge Loan Advance?
$50,000
How many board members does Compass have?
What account allows us to order business cards for agents and we cover the cost?
Moo DFW Invoicing Account
What three accounts are provisioned when you mark the agent as arrived in Salesforce?
SkySlope, Workplace and Space IQ
When you are sending a marketing center email out to a contact that has multiple emails, which email is the marketing center email sent to?
The first email that is listed within the contact
What are the four incentives you can receive through AIP?
- Marketing Dollars
- Agent Equity
- Compass Cares Dollars
- Gift Center Dollars
What three types of expenses can AEM's submit in Concur?
- Fitness
- Tuition
- Travel/Mileage
Bettercloud
How many templates are uploaded into an agent's ZipForms account?
10
Which document allows for a side by side comparison of properties in marketing center?
Digital CMA
What are the three services offered by discounted vendor services?
- Adobe
- Microsoft Office
- DocuSign
What are Compass' eight entrepreneurial principles?
- dream big
- move fast
- learn from reality
- collaborate without ego
- bounce back with passion
- maximize your strengths
- be solutions driven
- obsess about opportunity
What system features the ability to see what states are in different time zones as well as a quote from agents and has several bookmarks to other portals?
SameTab
SGM goes into Salesforce and puts an option allowing the AEM to edit the contact and AMA information WITHOUT an order....what did the SGM select?
Soft confirm