Pipedrive 1
When I am starting to review and order and am going to activate what " Stage" should my order be in?
In Progress
No- Never
What should my saved " file name" be when i save and Esim ?
Order number -esim
example:
"845239- Esim"
In Pipedrive where can I find POE?
under the file tab in the order
Near the end of the activation is askes how the cx would like to be billed- What do I select every time?
- Autopay
- Invoice
- Paper Bill
" Invoice"
What should my SA and FA file be called when I save them to my desk top?
"Order number- SA” & “Order number- FA"
example
" 84567-SA "
" 84567-FA"
When I create a token/ passcode what area in pipedrive do I place it?
Left side of pipe--> under Details --> Token #
What tile do I select in CHAMP when i need to make a token/ passcode?
" Rogers Preferred Program for Agents "
Red dashboard- Verification Search
When I am fully done activating- What do I fill out under " Person Information" ( 4 items)
1.) Term type
2.) Credit Results
3.) Credit Risk
4.) How many active lines do they have?
What is the Employee ID for every customer ( aside from SKIP and UBER) When I am making a token/ Passcode?
" 1234"
What button do i click to get inventory in red dashboard?
" live inventory Request"
When I have a NAC order and place a Passcode in the " Toke #" field- what will happen ?
BOT will create a BAN
What pipe and stage do I put my order in when it's completely activated?
Pipe: Activations → Stage: Activated/ invoicing
What is the what does the button say for me when I save XML file in Oneview?
Save Order Data