Day-to-Day
If you need a speaker phone for a meeting, where can you find it?
Elizabeth or Robbie (security front desk).
Name the four available meeting spaces and who can help you book them.
Aspen, Birch, Cedar, and 321.
Elizabeth and Student Workers.
Who books flights and hotels for external events?
Amara
Who do you talk to if you notice weird stuff happening in Salesforce?
Holly.
Describe a soft transfer.
When you transfer a call, but confirm that someone is on the other line before transferring.
Which email address should you use to contact the Operations team about events?
caps-sem-gs-operations@bethel.edu
Who calls leads to invite them to events and who calls leads the day prior to an event?
1. Student Workers
2. Enrollment Counselors
If you hear about an event that we should consider, what should you do?
Email caps-sem-gs-operations@bethel.edu box.
Who do you talk to if you find incorrect counselors assignments in Salesforce?
Holly.
What's the main number for Student Success?
8800
List the names and uses of the three shared team calendars. Extra points for three approved colors.
Personnel Calendar - Daily Work Schedules
Event Calendar - Lists Internal and External Events
ANC Guest Meeting Rooms - Reservations for Aspen, Birch, Cedar, and Conference Room
What should you do with Tell Me More Cards?
Use the lead entry form to enter the information from the card.
What is a Program-Term?
The field that combines program and available start terms. For Seminary, it also includes delivery options.
Name the admins for Seminary, Jay Barnes, and Randy Bergen.
Jenny Vang
Carolyn Barr
Bailee Humphrey
List three key components EACH for Holly, Amara, and Elizabeth's positions.
Up to Holly's discretion. :)
Describe the slideshow update process for your internal event.
Update on Google Slides so that everyone has the most up-to-date version at all times.
Why should you fill out the event feedback form after an event?
Holly and Amara use your feedback to decide whether or not we should attend the event again.
Which section can show you a detailed list of every change made within a Salesforce application?
Application History.
What is the Student Success drop-in form?
A form that's available at the front desk and in Google Drive. It's used to take a message for the Student Success Advisor.
Describe what to do with your credit card activity report and business expense report.
Fill it out completely, have your supervisor sign it, then route it to Amara. She will document it and send it off to the Business Office.
List the five things you do after each internal event.
-Send attendee list to Operations Box
-Call all No-Shows and invite them for an individual visit
-Call attendees and encourage them to take the next step
-Remove event link from email signature
-Send PDF version of PPT and recording to those who attended.
1) After an event, where do you place your materials? 2) When you need materials who do you talk with?
Packing Cube and Amara.
What is the difference between a report and a view?
They both can make lists, but reports offer more filters and are more easily shared.
What's the code to let someone in the academic wing?
4689*