5575880
Beschreibung
Quiz von VZT_Training, aktualisiert more than 1 year ago
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Erstellt von VZT_Training
vor mehr als 8 Jahre
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Frage 1
Frage
A contract can be sent from a comparison quote.
Antworten
- True
- False
Frage 2
Frage
Which of the items below trigger a need for an approval? (Select all that apply)
Antworten
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Custom pricing
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Anything written in the comments section
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Tier adjustments
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Seasonal Billing
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CUR rates
Frage 3
Frage
When is an approval required for new business?
Antworten
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When going up 1 tier in pricing
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When going up 2 tiers in pricing
-
When going up any tiers in pricing
Frage 4
Frage
In order to make changes to the agreement and change the signatory, it is required to log into DocuSign on a separate tab to resend.
Antworten
- True
- False
Frage 5
Frage
What is the next step once the customer signs the contract for NEW BUSINESS?
Antworten
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The sales rep will receive an email notification stating the account can be changed to END CUSTOMER.
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The sales rep will receive an email notification stating the account has now been changed to END CUSTOMER.
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The customer will receive and email notification stating they are now a new customer.
Frage 6
Frage
Anytime a sales rep is not in the primary quote or if in comparison mode, the [blank_start]“GEN CONTRACT”[blank_end] option will not be available.
Antworten
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"GEN QUOTE"
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“GEN CONTRACT”
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"CLONE QUOTE"
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