New SMB Week 4 Homework

What is the first step to do in Salesforce daily?

• Create a prospect list

• Drive to a Target

• Check your appointments for the day

• Hit the MMB Lookup button

What tab is your budco new mover leads under?

• Accounts tab

• Leads tab

• dashboards tab

• chatter tab

What tab is you Non-Pay disco accounts under?

• Prospect List

• Leads Tab

• Chatter Tab

• Accounts Tab

Where can you find your daily calendar?

• Reports Tab

• Home Tab

• Locator Tab

• Accounts Tab

What is the MMB button used for in the field?

• Check for appointments for the day

• How to find other accounts and leads on the street

• How to check for a appointment

• Where you get a price for the customer

Where can the prospect list be found that was created for your field work.

• In the Leads tab

• In the Accounts tab

• Under the Locator tab

• Under the prospect list tab

What is the Google Maps button used for?

• To check address to confirm the site is a business location

• To put a user enter lead in the system

• To find out if I have a appointment for the day

• To move a lead to a sales

Why do you need to disposition you leads?

• To keep info on account current with what was done on it

• To set up an install for the customer

• To get info for installer

• To add to a prospect list

What is your hottest account in you accounts tab

• 0004 High Priority 31 to 60 Day Ago

• 0001 High Priority Yesterday & Today

• 0100 RIF

• 0003 High Priority 8 to 30 Day Ago

What is chatter used for in salesforce

• To chat with tech support

• Stay updated with info with ADT

• To get your prospect list started

• Where you need to start you day