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, ...
Content SOP
An SOP describing content best practices, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks and Service ...
Client Referral Credit SOP
If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a ...
Tire Pros IO Process
Tire Pros IO Process
AC’s IO Responsibility:
Once IO is received by AC:
Accounting will build product(s) in SF and verify payment(s)
Note if ...
Tire Pros IO SOP
AC’s IO Responsibility:
Once IO is received by AC:
Accounting will build product(s) in SF and verify payment(s)
Note if there is any ...
Epicor FAQs
What is the set-up fee for Epicor services?
The Epicor set-up fee is typically $500, but our clients receive $500 off ...