Salesforce

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Across
  1. 5. Name of the credit analyst dedicated to the account
  2. 6. Link to submit a new flu prebook for a customer (three words)
  3. 8. Name of field to filter through all information in Salesforce (two words)
  4. 9. All encompassing note about account, typically entered by Sales Manager (two words)
  5. 10. Link for requesting that a credit card be charged for an order that has been placed (two words)
  6. 12. List of all previous orders that have been submitted for the customer
  7. 13. Where to view any flu prebooks that have been submitted
  8. 14. This is where you document communication with Davita and Fresenius customers, can find a submitted Return, can find emails or faxes sent to Customer Service or Sales
Down
  1. 1. Link to access the Web for the specific account you are on (three words)
  2. 2. Link to submit information for the account process to begin by account setup (four words)
  3. 3. Link that will allow you to request updates to account information, requesting an item be loaded to an account, or request a manufacturer approval for the customer (two words)
  4. 4. Link to submit a returns case for a customer (three words)
  5. 7. This is where you document communication with all customers except Davita or Fresenius (two words)
  6. 11. names, phone numbers, and emails for employees at the facility can be found here