What is Salesforce?
Tool used to keep track of customers interactions and sales data.
What 4 search criteria does our specialists generally use?
Phone number, property address, email and customer first and last name
What 4 pages are used by dealers before the agreement signature?
Lead page, Lead person, Lead system and Lead Quote
Which pages are used by Teir1 agents after the contract signature?
Contact, Account and System Page
Customer and System information can be found on ___ main pages in Salesforce.
8
Before Contract Signature- What page can dealers update contact information, add to contract and locate credit verification/status, preferred language and account role?
Lead Person
Before Contract Signature- What page can dealers use to generate contracts, view signed agreements, contract terms, usage offset , etc.
Lead Quote
After Contract Signature- What page can an agent update contact information, view account role and ACH payment methods?
Contact Page
After Contract Signature- What page can an agent add new payment method; view system status, placed in service date, billing information and cases.
System page
What information can be viewed under the System Project?
Project blocks and Meter Serial Number
