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WorksheetsCL Retention WK 2
Total questions: 9
Worksheet time: 7mins
How do you finish processing a save offer? Select all that apply
Get approval from sup
Verbal contract extension confirmation
Verbal Agreement
Add Notes
None of the above
Which group has 30 calendar day ROR?
65+ years old
Alaska Residents
Channel Partners
Canadian Customers
True/False: A pre-qualification is required for financed upgrades only
True
False
True/False: A "Within Term" customer can qualify for renewal offers
True
False
Which scenarios will require a Work Order to be created?
Mr Garcia is requesting new door lock shipped to his home.
Financing was approved for Lydia and will upgrade her panel from a Go Control to Smart Hub
John mentions ongoing issues with his cameras over the past two weeks and refusing to troubleshoot anymore.
Mr Kay works long hours and does not have time to change batteries to his door window sensors
What are the required months remaining for a GoControl customer to qualify for a finance upgrade?
0-6 months
They can finance anytime as long as they meet the minimum financed $ required
24 months
12 months
For a Sky Control customer, what are the requirements to qualify for finance upgrade? Select all that applies
Must be up to date on their billing
Must be contract signer
Must have 12 months or less remaining on agreement
Must purchase minimum of $500 in equipment
True/False: Mr Johnson has been installed for 62 days, he has called in to cancel his service. You have to transfer him to the ROR 2nd look team.
True
False
Karen currently has an active equipment loan, she is requesting to cancel due to financial hardship and has refused all offers. What requirements does she need to complete cancellation. Select all that applies
Submit NOC to documents@vivint.com
Pay off remainder of contract
Pay 100% of equipment loan
Pay 50% of remaining contract
Include NOC from contract signer
