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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.

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