SFDC

OPEN OPPS

100

What info do you see on your open opps report?

Stage, Opp name, Last Activity, Notes, Created Date

200

What 3 stages of an opportunity will you find in your open opps report?  

Initial Contact, Qualified Interaction, In Discussions

300

How long does it take for an open opp to auto close from last contact?

30 days

400

How would you look at only the opps in a specific stage?

Select the stage on the chart at the top of the report

500

Where will you see your uncontacted?

Top of report

GUIDELINES

100

True or False: We should use all caps to show what's most important in an email 

False

200

When should you start sending a template that you built? 

When it's approved

300

What color should our font always be?

Black

400

How should we *not* refer to Tonal in our emails? 

Device, Machine

500

If we are including links in an email, how many should we be including?

1-2

MISC

100

How do you find your lead generation

All opps report - filter by dates

200

Where can you see how many points of contact you had for the day?

Daily Outreach Report

300

What makes for effective notes? 

Objections

Personal details

What they tried and loved

Timeline

WHY tonal? 

400

Why is it important to label your demos as complete or no show in Acuity? 

labels the demo in SFDC for potential location assists

500

What needs to be done right after we meet a client?

Convert, Stage Change, Notes, Email with PB