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Exam (elaborations)

Pick a Smartsheet Questions with correct Answers 2023

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Pick a Smartsheet Questions with correct Answers 2023 A new, pending or submitted company license Company Task Sheet A new, pending or submitted LO license LO task sheet The licensing contact for a client The client dashboard or the company task sheet if populated The licenses we maintain for a client Company license maintenance sheet The requirements by state for a company license Company license overview Whether a license has passed QC New License QC sheet or Company task sheet Branch license requirements for a state Branch license Overview A license item or deficiency for a company Company deficiencies Assign a task to an admin Admin Task Sheet 2021 figure out what Hayley is looking for in her QC reviews QC Checklist Figure out how many licenses you have had approved this year Approval sheets Co, Branch, LO Look up Shipping information for a client Shipping Accounts look up a shipment that MLG created shipping overview/management your client's dashboard Dashboards/Portals clients name Figure out who to contact at a state agency State Contact List Find out how to contact a third party provider 3rd Party Providers Where to pull an on hold license back to the task sheet Company/ Branch/ LO on hold 2020 sheets Basic Menu that connects to most Smartsheets that you will need? Licensing dashboard Where do you go to check in and out? MLG check in sheet What are the different Column types in a Smartsheet? text/number, contact list, date, dropdown single select, dropdown multi select, checkbox, and symbols What information is stored on the "Client Dashboard" Smartsheet? Company name, address, licensing specialist, administrative assistant, LO/branch specialist. maintenance analyst, NMLS#, services contracted with MLG, Corporate office location, Domestic state, Licensing contact, maintenance contact, billing contact, responsiveness, knowledge and ease ratings, maintenance service notes, bonding agent, registered agent, education provider, other trade names, business activity, contract date, pricing, license counts, renewal estimate log, and customer survey response information. Where would I find a state regulator's contact information? State Contact List What are the most common workspaces in SmartSheet? Client Dashboard, Business Development, Licensing, Maintenance, MLG tools, Quality Control, Renewals, Training, Under Construction, and archive. How would I find a bonding agent, registered agent, or vendor support contact? Third Party Vendor Contact sheet What information is contained on a client's MLG client Portal? For maintenance clients, LO company and Branch Licenses maintained, licenses in process with MLG for company branch and LO state reports and MCR's due.

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Institution
Smartsheet
Course
Smartsheet

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Uploaded on
July 25, 2023
Number of pages
2
Written in
2022/2023
Type
Exam (elaborations)
Contains
Questions & answers

Subjects

  • a new

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