Category: legacy-Sales Department
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How To – Accelo: New Opportunity
This guide will provide you with step by step instructions on the New Opportunity process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. SALES – Upon receiving a new opportunity gather all the client contact and company details SALES – Now create…
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Sale Proposals Guide (Temp)
Sales Proposal – DM Contribution Requests The Digital Marketing department is always happy to contribute and help with sales proposals, but there is a lot of research that goes into DM suggestions and so the research and delivery of them needs to be scheduled in appropriately, so we can still cater to our current customers…