Tower – Finding Names - % - Stop & Shop – ShopRite- Commercial/ Residential / Subscription / town

accounts – Right click – entering Ros- ending services – Training acct – 691100 – Tasks – Service notes –
Billing notes.

Account colors

Bill Trust – sending invoices, paying bills, logging in as customer/user, making payemnts to specific
invoices.

Docusign – creating a docusign, process, information needed, sending, - final signature – printing-
downloading and sending to sam.

Teams – knowledge center – who to ask – where to post

Phones – warm vs cold transfer