CENTAH
When does CENTAH start?
November 18th
What is Digital Buy?
Customer online equipment purchasing experience
What is the lead source code for your ticket?
CENT
What brand equipment are we selling with this pilot?
Goodman equipment
What do you do if the customer is not in our service area?
Go to actions and cancel the lead. Then select that the customer is out of the service area.
How many center are included in this pilot?
Bonus: Which 2 centers are we starting with November 15th?
8 Centers
Center 3 Norell and Center 147 Roanoke
After booking the quote ticket for digital buy, who do we send it to? What is the subject line on the email?
The center, the GM, and 187 operations.
Subject line- Digital Buy
After booking the lead, what do you need to do in Quickbase?
Update the portal and negate the time -1.
What is the first step you complete when you get the Digital By lead by email?
Check the customer's zip to see if they are in the service area.
When sending a Centah Complaint, who do you send that to? What is the subject line?
Center, GM, and 187 operations;
CENTAH Complaint
When entering the ticket, what is the problem code? What is the problem comment?
CENTAH; Lead ID# and quote info
DSI; Requested date and time options