Salesforce
What must be done in Salesforce for every call?
Notate everything
How do you start a quote?
- Select Account
- Select Contact
- Select F2 New Transaction
- Enter Information
- Select Quote from Summary Tab
Where on any screen in BuyETE when clicked will take you back to the home screen?
The ETE logo
What are four things that should be placed in the Call Notes in Salesforce when doing a Quote?
Quote Number, VIN, timeframe to door, Price
Which Team member has a Wood Working shop?
Tim Reichelt
What must be uploaded into Salesforce when completing a Vendor Order?
BOL and Vendor Tag
What screen must you go to to start a Claim?
CSI
Where does on of our customers go to on the home screen of BuyETE to start a claim?
Product support under Customer Center at the bottom of the page
What is out Warranty?
3 year/ Unlimited miles, 100% parts, fluid if purchased with trans,
$50/hr Mitchelle Book time for labor
Which team member purchased a dog during lockdown last year?
Michelle Tepsa
What are the two ways to start a claim in Sales Force?
hitting the ... button and selecting initiate claim or hitting the +Initiate Warranty Claim on the hot bar on the bottom if the account page
What Fn key do you hit to bring up the Go To button?
F4
When looking up a Hollander Number in the Magic Search, how many numbers must be present after 400- or 412-?
5
What do we need to relay to the customer when they call in for a quote?
Make/Model off the VIN, Family of Trans, Cost, Timeframe (Biz Days), important stuff, Quote Number
Which team member is our reigning Pool Shark?
Adrianna Casarez
What is the key you can hit in order to change anything in the account screen in Salesforce?
E
When hitting the F1 key to bring up the three otions of Original Invoice, Customer, and Other; what can be placed in the Other selection?
last 5 of the VIN
What can be downloaded from the product page on all units?
Install Guide and Warranty Statement
When a Vehicle Owner calls in to start a claim, where must the vehicle be at if it was not a self install?
At a shop
Which team member is a big fan of Lord of the Rings?
Nate Langreder