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WorksheetsKnowledge check Core services
Total questions: 13
Worksheet time: 15mins
What type of lead do we create in Siebel?
I (installations)
SF&I (sell furnish and Install)
F&I (furnish and Install)
Siebel is to find a Store by zip code
What are the two ways to look up for a customer?
lead number or zip code
source VDN or zip code
zip code or name
phone number or full name and zip code
What customer information is required to create a lead in Siebel?
full name, address, alternate phone number, primary phone number, e-mail
full name, address, date of birth, e-mail, primary phone number, alternate phone number
full name, primary phone number, address
we don't need any information
What services do we do on Core?
hvac, windows, coutertops, generator, shower door, fencing, door installation
cabinet makeover, windows, countertops, garage organization, closet organization
hvac, water heater, attic insulation, generator, shower door, bath remodeling, generator, fencing, water treatment
windows and doors installation
what services do we offer for HVAC?
installation
tune-up services (also called maintenance, cleaning)
repair
all of the above
What information do we provide to the customer after creating a lead?
lead number, sp name and phone number
lead number, appointment date and time
lead number, home depot phone number
lead number, sp address
what are the only services that we do the lead on siebel mandatory?
hvac and water treatment
water heater and bath remodeling
fencing and pergola
generator and attic insulation
what services do we have available for water heaters?
installation
installation and maintenance
installation and repair
repair and maintenance
What call dispositions do we use after created the lead?
lead entered, provided information, transferred call
lead entered, disconnected, escalated
lead entered, lead not entered, update systme notes
lead entered, lead not entered, provided information
If the lead was entered, what call subdispositions do we use?
as duplicate, from fax
transferred to sp, sp unavailable
from service provider, from store
sp unavailable, from web
If there is no service provider working on that area or the program is not available, what dispositions do we enter?
Lead entered- sp unavailable
Lead not entered- did not qualify
Lead not entered- requested service N/A
updated system notes- entered activity
What dispositions do we enter after entered an activity?
lead entered- activity entered
lead not entered- did not qualify
updated system notes- entered activity
lead entered- sp unavailable
please, explain with your own words when do we enter an activity and the process to enter an activity on a lead
