Terms Glossary
Finance department - The Finance team is composed of the Accounting, Collections, and FP&A functions Technical Services - their goal is to manage the installation and service of equipment via phone and on-site support. They also support our Sales teams with determining the correct solution to meet the customer's objective. App Launcher - a general term referring to a website’s navigation tool through which other apps/tools can be accessed Disqualified - For whatever reason the lead is no longer eligible or interested in becoming an Active RMR client New Sale - A sale from a brand new client or a client who had a contract end and is starting services again Record type - defines what type of sale this is Close Date - estimated date of the deal being closed and ready for submission Stage - where you are in the opportunity process with the client Pricebook Location - a mandatory field in an opportunity that defines your geographic location
Powered by FlippingBook