MILO

Quick Reference Guides

18

QRG ACT.1 – Activating Orders
QRG ACT.2 – Skips
QRG LD.1 – Leads in Salesforce
QRG Massey.1 – “Massey-isms” in asalesforce world
QRG PAY.1 – Adding a New Credit Card Authorization and Processing a Payment
QRG PAY.2 – Adding an Account to Autopay
QRG PAY.3 – Adding a Saved Token to Autopay
QRG PAY.4 – Adding an ACH Token to an Account
QRG PAY.5 – Creating a Cash, Check, or Money Order Payment
QRG PAY.6 – Creating a Termite or Bait Warranty Invoice
QRG PAY.7 – Allocating A Payment
QRG PAY.8 – Batch Payments
QRG PAY.9 – Pay Initial at Time of Sale
QRG QT.1 – New Quote
QRG QT.2 – Configuring a Quote
QRG QT.3 – Approvals & Proposals
QRG QT.4 – Customer Signing
RG OP.1 – Sales Inspections & Locations

Salesforce Snippets

12

SFV 001: Skip & Reschedule
SFV 002: Service Call Back Requests
SFV 003: Updating a Service Location
SFV 004: Create a Sales Inspection
SFV 005: Cancelling a Contact
SFV 006: Single Skip
SFV 007: Creating a Quote
SFV 008: Converting a Lead
SFV 009: Configuring a Quote
SFV 010: Activating orders
SFV 011: Quote Approvals & Signing
SFV 012: New Leads

Salesforce On-Demand Learning

1

SFL 001: Salesforce On-Demand Learning Modules

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QRG Massey.1 – “Massey-isms” in asalesforce world

QRG Massey.1 – “Massey-isms” in asalesforce world

QRG Massey.1 – Massey-isms Download

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