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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.


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--

Regards-



Ravi Mehra| Accounts Trainee
Ginni Systems Ltd. | Gurugram
ginesys.in | Ph: 0124-4754500

   

by RAVI MEHRA - 01:54 - 3 Jun 2020

Reference

  • 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