5575880
Descrição
Quiz por VZT_Training, atualizado more than 1 year ago
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Criado por VZT_Training
mais de 8 anos atrás
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Questão 1
Questão
A contract can be sent from a comparison quote.
Responda
- True
- False
Questão 2
Questão
Which of the items below trigger a need for an approval? (Select all that apply)
Responda
-
Custom pricing
-
Anything written in the comments section
-
Tier adjustments
-
Seasonal Billing
-
CUR rates
Questão 3
Questão
When is an approval required for new business?
Responda
-
When going up 1 tier in pricing
-
When going up 2 tiers in pricing
-
When going up any tiers in pricing
Questão 4
Questão
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.
Responda
- True
- False
Questão 5
Questão
What is the next step once the customer signs the contract for NEW BUSINESS?
Responda
-
The sales rep will receive an email notification stating the account can be changed to END CUSTOMER.
-
The sales rep will receive an email notification stating the account has now been changed to END CUSTOMER.
-
The customer will receive and email notification stating they are now a new customer.
Questão 6
Questão
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.
Responda
-
"GEN QUOTE"
-
“GEN CONTRACT”
-
"CLONE QUOTE"
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