Symbols
What does the house symbol represent
Dashboard
Under the People tab, you would click ________ to create a new ______________.
Account, Account
Name our 4 group sale options
Group Tickets
Baseline Boxes
Suite
Picnic Deck
What 4 items should you include when creating a new account
Name, email, phone number, address
When you receive a signed contract or payment from your group, you may change the deal status to ____
Won!
What does the bell symbol represent
Reminders
What are the 2 type of accounts you can have
Organization & Individual
25
What tab do you keep records of communication with you and your group account
Journal Tab
Can one group have more than one deal
Yes, the more the merrier!
What does the trophy symbol represent
Top Performance
What is the difference between Account and Contact
How many levels does our ballpark have
3 levels
What are the steps to create a new journal entry
Go to your account
Click on the Journal Tab
Click New Activity
Fill in information
BONUS - set-up a follow-up!
Which tab do you add your asset inventory
Line Items
Where can you run a report with certain criteria(s)
Queries
What is our seating bowl capacity
Approx. 2,500
Under the documents tab you can send out your document for an _____________
E-signature