Home Page
This is the place on the Home Tab you will see your activities for this week
What is Dashboard?
You'll use this search box to find collateral in Libraries
What is the Content Search box?
You'll search for a potential lead using these two pieces of information
What is Phone Number and Company Name?
You can find the Log A Call button in this section
What is Activity History?
This is your Username to access PhoneBurner
What is Vivial Email Address?
The place you'll see a "To Do" list
What is My Tasks?
This piece of collateral will help you understand a product along with terms, pricing, and login info
What is Digital Cheat Sheets?
Checking this on an existing lead will show you if someone has been calling the lead
What is Open Activity and Activity History?
When you log a call, the "Type" field defaults to this activity type
What is Call?
This is what you will select on the lead home screen to populate a list of leads to call before beginning the PhoneBurner session
What is the Lead View?
You click this to update the dashboards
What is the Refresh Button?
This kind of collateral will show results from successful campaigns
What is Case Studies?
Logged activity must exceed this many days to be eligible for reassignment
What is 30?
This is the section where you'll find the New Event button
What is Open Activities?
Once you select a Lead View to call, you'll check the boxes to the left of each lead and click this button to start
What is Begin PhoneBurner Session?
This is the place you'll find the SEM Estimator Tool link
What is Custom Links?
This "tool" will help you bundle digital items into packages and show the prices
What is the Digital Package Builder?
In addition to adding mandatory information to the lead, these "additional" information fields will save you time when creating an order
What is First Name, Email, and Address?
An Event will move to this section when the date and time are in the past
What is Activity History?
While dialing in PhoneBurner, this Deposition button will allow you to connect with the contact and edit information in SalesForce
What is Live Answer?
You'll do this to see a detailed report about your Pipeline
What is click on the Pipeline Dashboard?
You'll receive "change" notifications when you click this button on a collateral content page in Libraries
What is Subscribe?
This is the format you MUST use when you enter the State and Country in VivialForce
What is Two Letter, All Caps?
Updating this field to match the activity on the lead will move the lead to the corresponding lead view
What is Lead Status?
This is the number one reason to use PhoneBurner
What is To be more Efficient?