Salesforce
Call Flow
Equipment
Save Offers/Financing
Billing
100

In order to provide details on the account you must obtain the?

What is verbal passcode? 

100

tool to creating a better understanding of the situation.

What are Discovery Questions?
100

Valid as long as the customer has an active account.

What is equipment warranty? 
100

Required of every finance

What is Smart Hub and $500 ?

100

Will show in red

What are unpaid invoices? 

200

You must leave notes in?

What is Cancelation Case?

200

Vivint branding statement in intro

What is "I am here to help"?

200

Page to review what equipment a customer has. 

What is Inventory Deployed?

200

Customers eligible for save offers

What is EOT cx's? ( with equipment paid!!!) 

200

Will show in parenthesis 

What is a credit? 

300

The button pressed on the service page to enter where save offers are created 

What is Retention Tools?

300

Order of call flow 

What is Intro, Discovery, Delivery, Close ?
300

Has software capability to record 24/7 for up to 10 days

What is Outdoor Camera Pro gen 2, Doorbell Camera Pro gen 2

300

Must be read for every save offer.

What are verbal extensions? (basic or RMR) 

300

Can be split into 3-5 payments.

What are equipment PIPs (Payment Installment Plans)

400

Revenue Pitch options....... (banners) 

What is referral code and insurance? 

400

Hold time should be 

What is no longer than 2 min?
400

Differentiates types of movement. 

What is Smart Sentry?

400

Finance that waives 3 camera fees

4 Star Finance 
400

Where you can view specifics of charges. 

What is invoice dropdown menu?

500

Where you find the PSA,NOC, etc. 

What is v-attachments?

500

T.F.B.R

What is Tieback, Features, Benefits, Reaction

500

Turns off HVAC systems

What are safety features of the thermostats? 

500

What RMR would a customer have with a 3 star finance and 4 cameras? 

What is 59.99$ ? 

500

A deferment cannot be processed if

cx is in first 6 months into agreement or last 6 months. Overdue on billing