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Re: SOP to changes in Customer\Contact
1. -All sales person related changes or contact related changes shall be done by License Team only, & it should be done same day, & mail should be replied once it is done.
2. - When you are changing a sales person, make sure to add his reporting manager as a follower, as all mail communication
3. if you need to remove any contact then do remove Organisation name form contact & do Archive the same, Never delete any contact. & mention company name in log note for future reference.
Regards-
 | Ravi Mehra| Accounts Trainee
|
by RAVI MEHRA - 01:54 - 3 Jun 2020
Reference
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SOP to changes in Customer\Contact
1. -All sales person related changes or contact related changes shall be done by License Team only, & it should be done same day, & mail should be replied once it is done.
2. - When you are changing a sales person, make sure to add his reporting manager as a follower, as all mail communication
3. if you need to remove any contact then do remove Organisation name form contact & do Archive the same, Never delete any contact. & mention company name in log note for future reference.
by MANISH SHARMA- - 01:43 - 3 Jun 2020-
Re: SOP to changes in Customer\Contact
Noted.On Wed, 3 Jun 2020 at 11:14, Manish Sharma <manish.sharma@gsl.in> wrote:
1. -All sales person related changes or contact related changes shall be done by License Team only, & it should be done same day, & mail should be replied once it is done.
2. - When you are changing a sales person, make sure to add his reporting manager as a follower, as all mail communication
3. if you need to remove any contact then do remove Organisation name form contact & do Archive the same, Never delete any contact. & mention company name in log note for future reference.--Regards-
Ravi Mehra| Accounts Trainee
Ginni Systems Ltd. | Gurugram
ginesys.in | Ph: 0124-4754500
by RAVI MEHRA - 01:54 - 3 Jun 2020
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