ZD Sell
This is the first task you must do when receiving a deal
What is first email?
When a customer wants a device shipped to them we create this in SOS
What is a Sales Order?
T or F
An unassigned ticket is our responsibility.
what is True
T or F
The admin dashboard will let you change the customers alert settings
what is false?
This excel sheet is used to to find a plumber
What is the Consolidated Plumber list?
This is the person you must CC on first emails AND close out emails
What is the clients Adjuster?
This is the email address you use to log into SOS
what is @StreamLabswater?
The main function of ZD support is this.
what is answer customer support emails and calls?
This is the information you use to look up a device
This website is used to track the shipping of our devices
What is UPS?
This is how long you wait after you send out the first email to give the customer a call.
What is 5 days?
This is where you can receive the Serial Number of the control AND the tracking number.
What is Shipment?
If you are waiting on a response from a customer, this is the ticket status you use.
What is Pending?
If the device has smart alerts enabled the mode will say this
What is Enhanced?
We use this website to schedule installations with Streamlabs #1 choice of plumber.
What is Beagle Services.com?
This tab in sell lets you view emails, calls and texts
What is Communication Center?
when providing an invoice for a pre loss deal you must put this in the comments so it does not get shipped out till payment is received
What is IMPORTANT - DO NOT SHIP ESTIMATE ONLY?
If a ticket status is this, the customers problem has been answered and no other action is needed.
What is Solved?
T or F
The admin dashboard will show you how many phones/devices each alert notification was sent to
What is True?
This website is good to use when customers have questions you do not know.
What is FAQ's?
This is the Stage you put the client in when they agree to install a device.
What is Schedule Plumber Stage?
A defective devices' return order uses this Acronym
What is RMA?
If you see a ticket from a risk consultant it is probably regarding this.
what is a pre loss referral?
If the admin dashboard shows no alerts during the clients learning period what is it safe to assume?
what is an incomplete learning period?
This website is used to check on call volume and return calls that were not made.
What is the Zendesk Admin?