Salesforce Reference Guide Version 7.0

Terms Glossary

General Addendum template - only to be used if a client is only adding on product, not changing terms/conditions. General ESS template - our standard scentair contract that most clients will be on Hunting license - an account type in which the location level accounts are controlled by the field. Pandadoc - our e-signature platform CSI Contracts - will show you information for active rmr customers like their contract start and end dates, and whether they are in a renewal term. Enterprise Quoting - our internal quote generating tool used in sales opportunities Quote - this will contain the ordering and product information for your client Target Area - where specifically a scent diffuser is going to be placed Fragrance Schedule - the ordering information for what fragrance and the frequency a client would like to utilize it First shipment Month - this is the first month that a client will begin services with us. If a month is almost over, it will default to the next month. Self Service product - product that does not require a scentair tech to install

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