Sales Rep or Sales Management Processes
Processes relating to Sales Rep or Sales Management
- ID259 - HubSpot Quarterly Business Review Overview & Sample:
- ID978 - HubSpot and eAuto Integration Overview & Sample:
- ID589 -Advise Sales Rep Invoice Paid or Credited Overview & Sample:
- ID258 ID774 QBR Salesforce Integration using SailorGroup/AgentDealer Connection
- ID262 - New Account Created in Saleslogix Overview & Sample:
- ID585 - Service Calls on Hold for Sales Overview & Sample:
- ID429 - List of Territory / Zip Code Assignments Overview & Sample:
- ID706 - Notify Sales Rep that Contract has Billed Overview & Sample:
- ID869 - Notify Sales Rep That Contract Has Billed Non-Metered Contracts Overview & Sample:
- ID850 - Show Appointments not Completed (Compass/Sherpa) Overview & Sample:
- ID513 - Send Copy of Equipment Sales Invoice to Sales Rep Overview & Sample:
- ID846 - Sales Forecast Due Next Week (to Rep) Overview & Sample:
- ID847 - Sales Forecast Due Next Week Summary to Sales Manager and Owner Overview & Sample:
- ID741 - Track Changes for Opportunities in Sherpa Overview & Samples:
- ID653 - Update Key Customer Information in Compass Sherpa / WhiteCup Overview & Sample:
- ID845 - Forecast Sale Close Date Expired Overview & Sample:
- ID345 - Inactive Sales Reps Still Assigned to Customers Overview & Sample:
- SalesChain Connection ID258/QBR , ID877/Survey Responses, and ID939/Contract Invoices
- ID956 - Opportunities reps are not on top of. Overview
- HubSpot Pricing
- White Cup (Compass Sherpa) Connection ID258 ID939 ID695 ID789 ID877
- List of Compass Sherpa Alerts
- ID145 - Survey Sales Appointment Overview & Sample:
- ID789 - Customers not Using All Your Key Services Overview & Sample:
- Key Service Mapping App (for ID789 - Customers not using all your key services)
- ID295 - Model Mapping and Key Services App
- ID696 - Notify Sales Rep of Installation Details Overview & Sample:
- ID457 - Customer Email Blast Overview & Sample: