iCon
What is the "wild card" character for searching in iCon?
What is the asterick/star?
This e-mail includes an iCon link to an opportunity and a customer's application info
What is the Generated lead e-mail?
When searching for a specific customer in iCon, it is the best field to search first
What is a zip code?
Your BUM had to call you to find out how a customer proposal meeting went. How could you have avoided that phone call?
What is an activity?
I arrange sold stock transportation
Who is Kay?
Once an activity is saved, what is the one field that can no longer be changed?
What is the activity type?
Make sure to include the opportunity number created by Markus on this document
What is the RFQ?
When I can't find documentation for my quote/order, I should look here first
What is ECM Sales?
When revising a decision date, you should also revise this
What is the delivery date?
If you are looking for questions on your medical quote/order, I am the person you would contact first
Who is Kate?
This term is used to describe a company which has multiple locations, but each location works independently to make decisions and issue purchase orders.
What is decentral?
When creating activities that came from a lead, what should you always make sure to reference?
What is the opportunity number?
Once I've exhausted all of my resources, who should I call first for assistance?
Who is my SCS?
Before logging your lost orders, it is always best to do this first
What is update your decision dates?
I accept (or sometimes reject) your RFQ's
Who is Kaitlyn