project
What do you advise the HO to turn on last in your PTO Call
The AC Disco.
What does the broken yellow line represent on the design?
Conduit.
What is the first thing we should let our HO know when bringing them on the welcome call
This call is recorded for quality and training purposes
What is the status(s) you can change in Salesforce during a welcome call?
What was Thomas's previous job
Aviation
What does CT Mean?
Consumption Meter.
what needs to take place prior for our design team to complete the custom solar design
site survey
How many days out are we supposed to schedule the site survey
within the first 3 days
What are your CX notes for?
To properly summarize and detail your conversation and action item with the customer.
What department does Christine's son work in
Permitting
Do we sell a PPG or a PPA?
power production guarantee
power purchase agreement
we only sell PPG
At what stage of the project can the customer change the design?
Any time before PV install.
What documents do we verify with the Sales rep
UB, ID, Contract signed, Lender signatures, ESID HOA info provided HOI- declaration page if applicable
What Call's have a logged template?
Intro Calls (welcome call), IDC, PTO Roof Leaks. and Cancelations.
How many Roommates does Blake live with
3
What does PV Install stand for?
Photo voltaic Install.
when are design signatures required
What are we verifying with the HO for their HOA
Community name and management
How many times in a day can you log a call in activity?
Multiple times per conversation with the HO
How many residencies Does Marco have
3
if you are unable to schedule the site survey during the welcome call...
Our next step will be to schedule a site visit. We will consult with our surveyors in your area about availability and will be reaching back to confirm an appointment. Do you have any days and or times of the week that are convenient you would like me to look into?”
Where is the Envoy located?
in the AC Combiner Box.
what are some crucial points we need to inform the HO about their site survey
This survey typically only takes an hour and will require someone over the age of 18 to be home. During this time, the surveyor will need access to your attic, roof, and electric panel. To help ahead of time, we will need you to move any obstructions that may be blocking these areas to ensure they are able to gather all necessary information.
Where on Salesforce can you see the project history?
In the Related Tab.
What is Liz's niece's nickname
Charlie horse