Tisk-Task
N & A
(Notes and Attachments)
(Notes and Attachments)
Chit Chat
Design it for me (Studio)
Potpourri
100
Result: chef wasn"t available
What is an Unproductive result?
100
Menus, notes, emails, reports, pictures
What can be attached to a customer/prospect/task/opportunity?
100
A collaboration tool for everyone.
What is Chatter?
100
gives you an overall view of all the content you have created, such as how may designs you have done, how many menus have been engineered, or how many recipes are available. It is also the place where you can easily navigate to different features within the software such as create a design, add ingredients or recipes.
What is the Dashboard or the home page?
100
This is where a new lead is entered
What is Customer Concierge?
200
Discuss Holiday Menu ideas, need for samples and cost analysis
What is a Good Plan?
200
Global actions (+)
Where do you go to create a new note from the home page?
200
including a person directly in a chatter post
What is add the @ symbol plus their name?
200
sells well, but Doesn't do as well in profit margin. make these items more profitable by increasing price or decreasing cost
What is a Plowhorse?
200
terms update, special order, p/u request, Tax Classification update
What is Create SR?
300
is an assigned action that needs to be completed by yourself or another user to manage and track daily work.
What is the Purpose of a Task?
300
Can be attached to Customers, prospects, opportunities for future reference, follow up or collaboration.
What are notes?
300
You have a question but don't want to ask, you find potential answers here
What is Search this feed....
300
When paired with its profits, data for each item will help you determine how to optimize your menu’s design.
What is the sales tab under Menu Engineering?
300
DAILY DOUBLE
(Scroll Down for Jeopardy Statement after Wager)
Four Reports in Salesforce that help find Penetration Opportunities
What are Next Month Last Year's Sales,
Last Month Sales Audit, Item Drill Down and Item Sales History
Las Month Sales Audit
400
Today's Task Tile, View All
Where do i go to view all tasks from the home page?
400
Fastest way to attached emails or pictures to credit special request
What is Drag and Drop?
400
tracks the posts you want to get back to or save for future reference
What is Bookmark?
- To expand the actions menu, click
at the top-right corner of the post you want to bookmark. - Click Bookmark.
After you bookmark a post, you can find it again easily through the Bookmarked feed on the left sidebar of the Chatter home page. The Bookmarked feed is personal. It shows only the posts that you have bookmarked.
400
Where you can access and edit the details of your account such as My Brand or My Location
What is the Profile Menu located on the top right corner of your dashboard?
400
Application that shows personal sales performance in Tableau
What is Plan Performance Tool in the App Launcher?
500
Attached to an opportunity
What is a planned task?
500
process of attaching customer menu and notes to business resources
What is in the Related Tab?
500
Where we can ask questions, post notes, give accolades and discuss ideas within our district
What is @[District A (07)] on Chatter?
500
this is where you start Sysco Studio for your customer
One the Customer page, What is the drop down arrow to the right of Red Alert button?
500
Steps to activate customer
What are: Prospect, activate customer, ship to info, contact info, delivery preference, cuisine info, ship to confirmation, Initiate, Set up Bill to info
For Double Points - explain how you can tell if customer activation was done correctly (scroll for answer)
1. support request sent to Global Credit Queue
2. Account Create/Maintain will say initiated
3. you will get an email stating the following
The following Account's Credit Application Status has been changed:
Account Name: Ted's Bar and Grill
Account ID:
Application Status: Transmitted