Basics
Where I would search for a Lead or Contact
What is Global Search
How did you hear about Lennar is where I enter
What is Source and Source Type
Entering notes from a Call with a Lead
What is Log a Call
Where NHC's enter their days off
What is Salesforce Calendar
California, New York, New Jersey, for example are considered
What is Registration States
Where I can view my Leads
What is List Views
Where I would find Leads that have not been worked
What is New and Untouched Leads Queue
Where I would find an Email, Task, Event, Log a Call
What is Activity
Where I would find all appointments in a community
What is Community Calendar
Affiliated Business Associates Disclosure or ABAD includes
What is Lennar Mortgage
What is Lennar Title
What is Lennar Insurance
How do you change your phone number and working hours in Salesforce
What is Profile Settings
This must happen before an NHC Converts the Lead
What is cross the threshold of the WHC
This must happen before an NHC Converts the Lead
What is the Customer must cross the threshold of the WHC
Who can create a Report
Anyone with SF access
Connecting your Lead with Lennar Mortgage loan officer
What is Send to Blend
This is important when sending in a Salesforce Help Desk ticket
What is copy and paste the URL in your email
Who owns the Lead once it is Converted
Who owns the Lead once it is Converted
What is the NHC
Where I can store my Reports for easy viewing
What is Dashboard
Used for communicating with associates
What is Chatter
App used to change my layout view in Salesforce
What is Sales Console
A, B, C, D used to determine customers interest
What is Lead Rating
What is SMS
Texting in Salesforce
Can I edit someone else's Report saved in Public and make it my own
What is Yes
Updating your Leads Communication Preferences to receive emails, phone calls, etc.
What is Opt In