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WorksheetsDPI Order Look Up
Total questions: 12
Worksheet time: 6mins
The First Step to DPI Order Look Up is to...
Use Add Task
Use Sterling CRM
Use DPI
Use Nothing and Panic!!
Great! Now that you have DPI up, we will then need to...
Select Sterling CRM
Select SO Maint
Select Statement
Select S&E
Perfect! We selected SO Maint, next we will need to...
Select Main Menu
Select Add
Select Position To
Select Change Environment
Fantastic! Change Environment is the next step, but then we need to...
Select the Environment the Customer is in
Select Main Menu
Select the Environment, You the agent, works in
Select Any of them, it does not matter!
Super! We need to pick the Env. the customer is in, for our example we picked NY, Next is to...
Select Main Menu
Give Up, this is "too much"
Select Scroll Options
Select Sterling CRM
Excellent! We need to click Scroll Options, the we will see these options, we will need to select...
Select Name
Select Date
Select Orders
I'm Glad you didn't give up! You Got This!
Right On! Now that we've selected Orders, we can pick...
CRM Order
CERT
Position To
Add
Superb! We've selected Position To, we can now...
Type the Order Number
Type the Customers Phone Number
Yell at the customer for having to do these few steps
Yell at your Supervisor for having to do these steps
Awesome! You know we need to type the order number, but we need to make sure we ...
Type all "0s"
Remove all "0s"
Add a "0" to the front
Remove the first "0"
Nothing gets passed you! We need to remove the first "0", next is to...
Continue
Remove the "Y"
Quit, even though you're almost done
Change the "Y" and turn it into an "N"
Nice! You know we need to remove the "Y", and then we can click...
CRM Order
CERT
Continue
Main Menu
Magnificent! After selecting Continue we should see our order ! And then You're All Done!!
You Made it All the Way Through!
Our Order should be the first one at the top!
We Should Do This Again!
We can Always refer to F1 if we forget!!
