Admin
True or false: We can adjust the plan tier in Admin to cancel billing
False!
What is one way to search for a company in Zoho?
- Company code
- Owner email
- Company name
What type of communication is Zendesk used for?
Troubleshooting communication!
Who founded Homebase?
John Waldmann!
What is Clone?
Replica of Admin with a 24-hour delay of actual Admin
How do you create an opportunity in Zoho?
Account Page > Opportunities tab on the left > (+) sign > Add new opportunity > Input needed information > Save changes
What are email templates called in Zendesk?
Macros
Where was Homebase founded?
San Francisco!
Where would we check if a customer received an email from the product?
What do you do if you're speaking with a customer who has an open (and active) opportunity?
Slack the opportunity owner in #cs_advisors and offer to either help the customer if the rep isn't available or have the rep call the customer back when they can
Support emails for which 2 integrations automatically come into Zendesk?
Clover and Toast!
What are the three Homebase values?
How do you split off a location?
Location page > Split off button in the top right corner > enter the new owner's email and new company's name > save changes
What are the 2 tabs where you can see if your call is attached to an account?
Notes and Closed Activities!
What is the name of the macro for Billing Request follow ups?
Billing > Billing Request Follow Up
When did Homebase open its Houston hub?
2016
How do you move a location from one company to another?
Yay or nay?
How do you attach a call to an account?
Yay or nay?
What are the 5 statuses a ticket can be submitted in Zendesk?
Open, New, On Hold, Pending, Solved
Name four Homebase hubs
San Francisco, Houston, Toronto, Denver, Atlanta, Los Angeles, Austin