Rev Cloud Jeopardy

RMIS Account Activation

100

What field on the Account under Accounts Flags needs to be updated to Yes

What is RMIS 

200

For an RMIS Account, do we need to create an opportunity?

What is Yes

300

For an RMIS Account the person who is signing the contract, what is their contact role?

What is Contract Signer

400

Once we activate an RMIS account it creates a second one of these? 

What is a contract

500

For an RMIS Quote we have to make sure we update these two fields?

Hint* if we dont update these two things the pricing will be wrong

Hint 2* We went back fourth on this process multiple times because we didn't think it looked right

What is End Date and Subscription Term

ITSD Account Activation

100

Do we create the ITSD account in salesforce or do we create it thru the ITSD Sign up website page? 

What is the ITSD Sign up website page

200

On an ITSD account we need to create these 2 things in Salesforce

What is an Opportunity and Contact

300

Once our account is created we need to fill out these fields on the account page?

What is DOT, MC , Dispatch Name, and Phone #

400

On the ITSD Account What is the salesforce fields' name that shows us what product the customer selected and their contact info

What is ITSD Products and Contact Info 

500

We need to create this once we activate the ITSD Account?

What is a Case 

Opportunities/Amendments

100

Once your account goes active your opportunity stage automatically updates to what stage?

What is Closed Won

200

We create all Opportunities thru the? 

What is Contact 

300

When we are upselling or upgrading do we need to create an opportunity?

What is No

400

We click on this quick link to amend the _____

What is Contracts 

500

When we are amending a contract it is crucial that we add a ___ to the product we are removing and adding

What is a Start Date

Freight Match Account Activation

100

We create the Quote on what salesforce page?

What is Opportunity 

200

We can edit the quote and add products by clicking what button? 

What is Edit Lines

300

What is the Order Status on an activated account? 

What is Activated?

400

What is the buttons' name that we click to add the card number? 

What is Link New Credit Card 

500

What button triggers the security checks and then starts the automation process for our account to activate 

What is Submit for Approval

Miscellaneous

100

What is the name of the new feature that allows you to save your most frequently saved products? 

What is Favorties

200

When you create a new quote and you click on edit lines then hit add products what is the pop on the next page called?

Hint it helps guide you to the correct products

What is Guided Selling's 

300

Regan names her contacts first name 1 of these 2 names 

Frank or Regan 

400

We click this button to be able to give the customer the exact dollar amount we will be charging their card 

What is Calculate Tax

500

Who does not play? 

What is Gator Dont Play