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カテゴリー全て - service - changes - sales - billing

によって jay scherrer 13年前.

196

Change in Service

The workflow for managing changes in a product or service involves several key roles and steps. Initially, the Sales department notifies the Department Head about the change. If the sales team needs to address commission-related matters, they are confirmed to have no additional tasks.

TAG ODOO Module Training

Radha madhavi Chintaにより

Marketing Research

charlie siauにより

Improving Service Quality

Ignatius Prashanthにより

Marketing PLan

Ian McVittyにより

Change in Service

Project Manager/Account Manager

1. Notify Department Head

Change in Service

The workflow for managing changes in a product or service involves several key roles and steps. Initially, the Sales department notifies the Department Head about the change. If the sales team needs to address commission-related matters, they are confirmed to have no additional tasks.

TAG ODOO Module Training

Marketing Research

Improving Service Quality

Marketing PLan

Change in Service

Project Manager/Account Manager

1. Notify Department Head

Sales

2. Does sales need to do anything to notify anyone about commission?

NO -

1. Notifies Dept Head of Product/service that is changing

Billing

If email comes in from Dept Head then do the following:

2. Notifiy Dept Head that sent the change that everything has been completed

1. Make Changes to SO

If call/email from client comes into Tina/Holly send email to Dept Head

Department Head

4. If client is MS or BP, email Account Manager

3. Emails Tina/Holly with all info they'll need

2. Makes the following changes to Netsuite:

Updates Product List Tab

Update Recurring Billing Tab - MAKE INACTIVE with Note

Update Project with info

1. Emails PM/AM of product service change

Mindomo

詳細情報

よく寄せられる質問

Change in Service

The workflow for managing changes in a product or service involves several key roles and steps. Initially, the Sales department notifies the Department Head about the change. If the sales team needs to address commission-related matters, they are confirmed to have no additional tasks.

TAG ODOO Module Training

Marketing Research

Improving Service Quality

Marketing PLan

Change in Service

Project Manager/Account Manager

1. Notify Department Head

Sales

2. Does sales need to do anything to notify anyone about commission?

NO -

1. Notifies Dept Head of Product/service that is changing

Billing

If email comes in from Dept Head then do the following:

2. Notifiy Dept Head that sent the change that everything has been completed

1. Make Changes to SO

If call/email from client comes into Tina/Holly send email to Dept Head

Department Head

4. If client is MS or BP, email Account Manager

3. Emails Tina/Holly with all info they'll need

2. Makes the following changes to Netsuite:

Updates Product List Tab

Update Recurring Billing Tab - MAKE INACTIVE with Note

Update Project with info

1. Emails PM/AM of product service change

Mindomoについて話す

Mindomo

詳細情報

よく寄せられる質問