Leads
Its a place to find leads in VivialForce.
What is the Shark Tank
The program guarantees no duplicate accounts will be created in VivialForce
What is Dupe Blocker
Contacts are found on this page
What is the Account Page
Represents a potential sale in VivialForce
What is opportunity
This section on the opportunity will allow you to create proposals
What is Oracle Quotes and Orders
The button you use to create a new lead
What is New
The Related Links at the top of an account page are also call this.
What is Hover Links
In this field on the contact detail page you will select a description of the contact
What is Contact Role
One of 2 ways an opportunity can be created
What is during conversion or what is the New Opportunity button
You'll click this button in Oracle to create a digital quote
What is Add Digital Line Items button
Its important to check this when you find a lead already in VivialForce.
What is Activity
Completed calls can be found in this section of the account page.
What is Activity History
When you check this box on the contact detail page the customer will NOT receive marketing emails or confirmations.
What is Email Opt Out
You'll click on this to go to the opportunity
What is Opportunity name
One of two options in the Digital Configurator
What is A La Carte or What is Digital Advantage
The red bleed bar indicates mandatory information but you also need to include this to create an account.
What is address and email
You can run an SEO report by clicking the link in this section of the account page.
What is System Information
You can only have 1 per account
What is Primary (main) Contact and Primary Billing Contact
It's important to log all calls made to the customer using the log a call button found in this section of the opportunity
What is Activity History
This button will add the selected digital items to the quote
What is Add to Quote button
When you convert the lead, you need to make sure the State and Country are in this format.
What is 2 letter abbreviation and all caps
You'll use this number when referencing the account to other departments in VivialForce
What is Account Number
You'll use this button to create an additional contact on the account
What is New Contact
This contact must be selected on all "new" opportunities.
What is Billing Contact
You need to click this button to see the Sold Rate (NI)
What is Save