1 Comment Click here to read/write comments
Topics: Operations, Pros, Companies, Standard pros
0 Comments Click here to read/write comments
Topics: Operations, Auto Schedule, Job Profile
0 Comments Click here to read/write comments
Topics: SalesHub, Opportunity, Customer Onboard
0 Comments Click here to read/write comments
Topics: Recruiting, Companies, Applications, Standard pros
0 Comments Click here to read/write comments
Topics: SalesHub, Customer Experience
Information to be gathered by the PSM during the Customer Onboard: Pre-Onboard Onboard Closing
Read More
0 Comments Click here to read/write comments
Topics: Customer Experience, Customer Onboard
New Customer Onboarding Process [Business Processes]
Posted by
Michael Scott on Feb 17, 2021 10:56:38 AM
0 Comments Click here to read/write comments
Topics: Customer Experience, Customer Onboard
There are 3 types of sales opportunities available:
Read More
0 Comments Click here to read/write comments
Topics: SalesHub, Opportunity
Purpose: this article contains details about the pro app. It details the views available and where to find relevant information on the app.
Read More
0 Comments Click here to read/write comments
Topics: Operations, Pros
How to Create A Bookable Resource Booking From the Job Profile
Posted by
Yoda on Oct 16, 2020 12:45:10 PM
0 Comments Click here to read/write comments
Topics: Operations, Job Profile
Purpose: A view which displays the most critical views needed for the PSM to do day-to-day operations within the system.
Read More
0 Comments Click here to read/write comments
Topics: Operations, Dashboard
New PSM Action Board and Troubleshooting Board: The 'Operations Action Dashboard' has been overhauled to provide more information in a single ...
Read More
0 Comments Click here to read/write comments
Purpose: This dashboard has detailed information for all PSMs so it can be utilized when covering for another PSM
Read More
0 Comments Click here to read/write comments
Topics: Operations, Dashboard
Purpose: This dashboard allows the PSM to see a consolidated list of checks and potential system errors which need to be addressed without having ...
Read More
0 Comments Click here to read/write comments
Topics: Operations, Dashboard
Purpose: This dashboard provides a replica of the existing functionality, but allows the PSM to search for all of the PSM's records. This is ...
Read More
0 Comments Click here to read/write comments
Topics: Operations, Dashboard
0 Comments Click here to read/write comments
Topics: Add-Ons, Operations, Auto Schedule, Job Profile
When an addon is requested by a pro, the Operations team member has to take action on the request. This action has multiple options/paths ...
Read More
0 Comments Click here to read/write comments
Topics: Add-Ons, Operations
We have built out extensive functionality which now allows the ability to create, investigate and perform actions on the DSAT process.
Read More
0 Comments Click here to read/write comments