TireConnect – Upsell
1. Create the product in Salesforce.
2. Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/
a. View the reference sheet on how ...
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 ...
AutoNet TV – New Sale
Create the product in Salesforce. Please reference here on how to create a product
Fill the form out from Optimize Garage: ...
AutoNet TV Cancel
Put AutoNet TV product into cancel and fill out the cancel event. Please see here to follow the steps for ...
Yelp Recommended Language and Talkpaths
INSTEAD OF
WE RECOMMEND
“When you’ve had a successful relationship with a client, email or text them asking for a review of your ...
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 ...
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 ...