Ignite Sales Refresher Quiz

1. When booking a water heater install in CMS for an existing customer. What button in CMS should be selected?

A. Book SWO

B. Manual SWO

C. Add plan

2. When cancelling a water heater install in CMS. What option should be selected in the Task Status field?

A. Assigned

B .void

C. Rebook

3. When looking for a customer’s past due balance in CMS. What section in CMS should you review?

A. Basic customer information

B. Billing Information Summary

C. Eligible Services

D. None of the above

4. When booking a tank less site inspection (Non-core) in CMS. What Problem code should be selected?

A. I- New

B. I-RPL

C. TKSZ

D. None of the above

5. When attempting to retrieve a work order in CMS. What tab should you be using when searching for a work order number?

A. Customer Search

B. Site Search

C. Account information

D. None of the above

6. Customers called ignite and would like to upgrade their CPP protection from CPP furnace basic to a trio plan. What note type should be used when noting the customer’s account?

A. CPPU

B. CPPE

C. PPTY

D. CPPD

7. When booking a water heater install in CMS at the booking service screen. What option should be selected?

A. Rental Service – Water Heater, Electric water Heater, Conversion Burner, Space Heater, Other rental Equipment.

B. Rental Install – Water Heater, Electric water Heater, Other Rental Equipment

C. Rental Install – Commercial Water Heater

8. When booking a water heater install for a new customer. What button should be selected to set up the service work order in CMS?

A. Create COD Customer

B. Fill out share point form

C. Rental Verification & New rental Install

D. None of the above

9. When booking an electric water heater install in CMS. What should appear in the Call type section on the book service screen?

A. RINST

B. REINST

C. COD

D. None of the above

10. If a customer lives in Enbridge territory, what contract type should be selected in the customer transaction type Field?

A. 7-year term Contract (Residential)

B. Month to month term (Residential)

C. 7-year term Contract (Dealer)

D. Month to Month term (Dealer)

Ignite Sales Refresher Quiz

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