8 search results

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  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 ...
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  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 ...
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  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 ...
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  ACCOUNT UPDATE SOP
  Account Update Cases are the only Setup Case anyone outside the Onboarding Department can create. These cases are created when ...
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  ACCOUNT UPDATE EXPECTATIONS
  Account Update Expectations Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...
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  HOW DO I KNOW WHAT CO-OP A DEALER IS USING?
  The Co-Op brand that a dealer is using is listed on the Product. You can find this information in the ...
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  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 ...
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  Getting Started in Optimize HQ
  Step 1: Create Users Begin by creating user accounts for all individuals who will be using Optimize HQ. Select Management > Users ...