QRG Mix-1
Where can you quickly find your notes, files, and images in the order?
QRG: View Files and Notes in CE
Click the “FO Notes and Attachments” button at the top of the Order screen. This makes it easy to review everything in one place.
True or False: Is it possible to access Ingage from a homeowner’s contact screen?"
QRG: Quotes- Access Ingage
False. Ingage can only be accessed from the Opportunity screen.
How are blockout requests approved based on when they’re submitted?
QRG: Blockout Request
If you submit a blockout request 72 hours or more in advance, it’s automatically approved. If it’s less than 72 hours, it will be pending, and your Sales Manager will let you know if it’s approved or denied.
When creating a quote in the Quotes Product Tool, which feature can you use to quickly find a specific product?
QRG:Quotes-Create
The 'Search Product by Name' search box.
When can a quote be revised?
QRG: Quotes – Revise
A quote can be changed anytime before the "Click to Accept New Investment" button is selected.
True or False: You cannot view your commissions after a change order is completed.
QRG: Quotes- View Commissions
False. When creating a change order, you will be able to view your estimated commissions once the change order is completed.
How do you find and close the appointment in the Opportunity?
QRG: Appointments - Pipeline Management
Go to the Timeline tab in the Opportunity, find the Appointment entry, and click the checkmark on the right to close it.
Where within the Opportunity can you update your pipeline management information?
QRG: Appointments - Pipeline Management
In the Opportunity, under the Summary tab, within the Key Details box.
What is the proper procedure to remove financing from a quote if the homeowner decides to opt out?
QRG: Change Order
Click the ellipsis, choose "Clear Finance", then click "Refresh" to update the quote.
True or False: You cannot edit the email for the quote presentation before sending it to the homeowner.
QRG: Quotes- Presentation
False. You can edit the email template before sending the quote to the homeowner.