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Orchard's Atlas and Salesforce Training Quiz

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Orchard's Atlas and Salesforce Training Quiz

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Questions and Answers

Which software does Orchard Training use to manage every property and customer?

Service Switch

Salesforce

Opportunity Overview

Atlas (correct)

What is the purpose of the Service Tag on the Atlas Customer page?

To determine which documents will be pulled into an envelope when writing an offer

To determine which representation documents get sent

To determine whether certain fields are available

All of the above (correct)

What does service switching refer to?

Switching between different software systems

Switching between different service types for a customer (correct)

Switching between different customer accounts

Switching between different property management tools

Which type of leads are received as LWO+GO in Atlas?

<p>Listing leads</p> Signup and view all the answers

What is the main function of Atlas?

<p>Managing every property and customer</p> Signup and view all the answers

Study Notes

Orchard Training Software

Orchard Training uses Atlas to manage every property and customer.

Atlas Customer Page

The Service Tag on the Atlas Customer page serves a specific purpose.

Service Switching

Service switching refers to a specific process or action.

Lead Types in Atlas

LWO+GO leads are received in Atlas, representing a specific type of lead.

Main Function of Atlas

The main function of Atlas is to perform a central task or operation.

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Description

Test your knowledge on Orchard's Atlas software and Salesforce in-depth training for service advisors. Learn about the Atlas features, customer dashboard, sending documents to representatives, opportunity overview, and more.