A.     Opening/Startup Activities

Your direct supervisor will observe your opening/startup activities.

B.     Review and e-Learn

1. You will review with your direct supervisor the previous day’s lessons including activities 1-7

2. You will take e-Lessons:

• Building Science – Window Performance, Installing Windows 13.1 (11 Min.) – Reference Guide

• Building Science – Window Performance, Evaluating Problems 13.2 (13 Min.) – Reference Guide

• Building Knowledge – Installation Instructions, Weather Barriers 14.1 Pt.1 (5 Min.) – Reference Guide

• Introduction to Salesforce - Posting Comments & Documents 12.1 (10 Min.)

• AZEK 10.1 (45 Min.)

• AZEK Decking 11.1 (45 Min.)

• Pronto 12.1 De-allocation / Re-allocation Process (20 Min.)

• Pronto 20.1 Direct / Drop Ship Order Entry (20 Min.)

C.     Product Knowledge TimberTech

1. You will access/print /read the following Product Summary Sheets

• TimberTech Decking
• TimberTech Rail, Gates & Lights

     2. You will locate/inspect the above mentioned product(s) in the warehouse

D.     Salesforce Part 4 (Field Applications)

1. Your contemporary mentor will explain and demonstrate how to:

• Enter contacts in Salesforce

• Create an a new account in Salesforce

• Create a sales opportunity in Salesforce

• Create a default opportunity team in Salesforce

• Convert leads in Salesforce

     2. You will simultaneously refer to SOP’s:

• SOP SF 10.1 Creating New Customer Account

• SOP SF 11.1 Creating a Sales Opportunity in Salesforce

• SOP SF 13.1 Creating a Default Opportunity Team in Salesforce

E.     Pronto Lesson (Sample Order Process)

1. A local SME will explain and demonstrate how to implement a sample order entry involving the following topics:

• Sample Warehouses

• Sample Types

     2. You will simultaneously read and refer to SOP P 25.1 Sample Order Process

F.     Pronto Lesson (Returns)

1. A local SME will explain and demonstrate how to implement the following returns:

• Standard returns

• Multi – Line

G.     Pronto Activity (Overflow Processing)

You will function as an overflow sales representative for an assigned expert applying all previous learned applications including the above mentioned lessons for the remainder of the day.