Warm Sales Transfer SOP
An Optimize Territory Sales Representative sells a new client on our services.
The new client begins the Onboarding process.
Onboarding Initial Call ...
Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
Account Transfer Email Template
Dear NAME ,
I would like to take the time to introduce myself as your new Account Manager. I am looking ...
Quick Tasks Q&A
Can I set these up for reoccurring tasks?
Not currently. This is set up to just quickly log an action that ...
ACCOUNT UPDATE SOP
Account Update Cases are the only Setup Case anyone outside the Onboarding Department can create. These cases are created when ...