Vivint Welcome Kit

SmartHome

OE TOOL FOR ADMIN If you need to review accounts searching other than the opportunity number this can be done by exporting the current list to a CSV file which will create an excel file for you to be able to seach.

• When user is signed in the top right corner shows the user’s name • Clicking the user’s name will open a dropdown menu of uncommon tasks (sign out and theme change) • Menu tabs highlight current location • List is in “Opportunity Date” descending order by default • Ability to search, filter, order, and export the list • Link on opportunity number to open opportunity in the OE Tool • 50 items loaded by default

800-888-8876 www.dsisystemsinc.com