SALESFORCE
OPPORTUNITY STAGES
CATEGORIES/TASKS
WEBSITE
PAYMENT ERROR CODES
100
INCLUDES THE W.W.O. FORMAT AFTER COMPLETING A SALES CALL MARKED AS PITCH/NO-PITCH/PITCH FOLLOW-UP

WHAT ARE CALL NOTES?

100

THE FOLLOWING OPPORTUNITY STAGE IS A DEFAULT FROM OPPORTUNITY CREATION.

WHAT IS PROPOSAL STAGE?

100

THIS CATEGORY REQUIRES ONE TO PRESENT THE FOLLOWING: ESA / ECRA 

WHAT IS ELECTRICIAN?

100

CLICKING THE FOLLOWING LINK ALLOWS A USER TO VIEW A LIST OF ALL TASKS ON OUR WEBSITE, NOT CATEGORIES.

WHAT IS BROWSE TASKS?

100

CARD IS EXPIRED.

WHAT IS "RESPCODE: 33"

200

INSTEAD OF WALKING TO ANOTHER DEPARTMENT & ASKING THEM TO COMPLETE A TASK, WE ARE INSTRUCTED TO CREATE A "TICKET"

WHAT IS A HSA?

200

THE FOLLOWING OPPORTUNITY STAGE REGISTERS ONCE A PITCH IS LOGGED ON THE ASSOCIATED ACCOUNT THROUGH FIVE9

WHAT IS NEGOTIATION STAGE?

200

IN ORDER TO SELL SOMEONE IN THIS CATEGORY, THEY MUST HAVE A WORKING AT HEIGHTS CERTIFICATION.

WHAT IS ROOFERS? 

200

CLICKING THE FOLLOWING LINK ALLOWS A USER TO VIEW A LIST OF ALL EMPLOYEES ON OUR WEBSITE, INCLUDING PICTURES AND JOB TITLES.

WHAT IS "OUR TEAM"?

200

INVALID CREDIT CARD NUMBER.

WHAT IS "RESPCODE: 14"

300

TYPICALLY A 6 DIGIT NUMBER THAT IS GENERATED UPON CLAIMING A LISTING

WHAT IS A HOMESTARS CONTRACTOR ID?

300

THIS STAGE IS AUTOMATICALLY ADDED ONCE WE HAVE COMPLETED CONTRACT COMPOSER.

WHAT IS THE CONTRACT SENT OPPORTUNITY STAGE?

300

IN ORDER TO DO THIS "TASK" A SERVICE PROVIDER IS REQUIRED TO HAVE A TSSA #.

WHAT IS "HEATING" TASK?

300

WITH ANY HOME PROJECT, IT IS IMPORTANT TO KNOW HOW MUCH YOU CAN AFFORD. BASED ON A HOMEOWNERS PROPERTY VALUE & MORTGAGE, THIS 3RD PARTY COMPANY CAN CALCULATE THE EQUITY YOU CAN ACCESS TO "FUND" A HOMEOWNERS RENOVATION PROJECT.

WHAT IS "PERCH"?

300

DO NOT HONOUR - NO FUNDS / BROKE

WHAT IS "RESPCODE: 05"

400

CONTAINING ALPHANUMERICS, THIS 32 DIGIT NUMBER IS USED TO PULL CALL RECORDINGS ON YACTRAC.

WHAT IS FIVE9 SESSION ID?

400

THIS IS AUTOMATICALLY CREATED AS A OPPORTUNITY STAGE ONCE CONTRACT IS COMPLETED WITH SIGNATURES. 

WHAT IS CONTRACT SIGNED?

400

IN ORDER TO DO THIS "TASK" A SERVICE PROVIDER IS REQUIRED TO HAVE A TSSA G2 _ _ _ TECHNICIAN LICENSE #.

WHAT IS "GAS TECHNICIAN" TASK?

400

THIS SECTION ON THE WEBSITE ALLOWS HOMEOWNERS TO FIND OUT HOW MUCH THEIR PROJECT WILL COST, SORTING OUT COST OF PROJECTS BY EACH TASK WE HAVE AVAILABLE.

WHAT IS "BROWSE COST GUIDES"?

400

CALL VOICE CENTRE - SP MUST CALL THEIR BANK & GIVE VOCAL AUTHORIZATION.

WHAT IS "RESPCODE: 01"

500

CLICKING THIS BUTTON ON A PROFILE ALLOWS ONE TO SEE THE ANALYTICS OF A PATIRCULAR COMPANY, THE LEADS THEY RECEIVED, THE CATEGORY TASKS THEY HAVE, ALL DETAILS IN REGARDS TO THEIR PERFORMANCE WITH HOMESTARS.

WHAT IS LOGIN AS CONTRACTOR?

500

Increasing the following "TIER" serves to improve 2 main aspects of a products performance

  1. THE # OF DISTRICTS SOMEONE IS ELIGIBLE TO SELECT.

  2. THE VIRTUAL BUDGET THAT A SERVICE PROVIDER HAS TOWARDS LEAD ELIGIBILITY IN THEIR MARKET.

WHAT IS PRICING TIER?

500

IN ORDER TO DO THIS "TASK" A SERVICE PROVIDER IS REQUIRED TO HAVE A TSSA EDM POLICIES & PROCEDURES LICENSE.

WHAT IS "ELEVATOR MECHANIC" TASK?

500

ON A SERVICE PROFESSIONALS HOMESTARS PAGE THERE ARE 4 TABS AT THE TOP OF THE PAGE UNDER THE COMPANY LOGO AND BANNER: 

  • OVERVIEW
  • REVIEWS
  • PHOTOS
  • PROFILE

SOME SP'S HAVE 5 TABS, THIS 5TH TAB IS ALWAYS DISPLAYED IN RED TEXT FOLLWED BY A RED TICKET LOGO.

WHAT IS "DEALS AVAILABLE"?

500

LOST OR STOLEN CARD.

WHAT IS "RESPCODE: 41"