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Xy Handover - Coggle Diagram
Xy Handover
Salesforce
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User Security setting
Profile,Role,sharing settings
Ownership transfer, Allocate Report Bucket
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Operation
Marketing
Partner relationship, Branding; Campaign online/offline
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Sales Support
CRM Functions, Reports, office automation
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Project Listing update
Official Marketing material (e.g. floor plan) from Google Drive; Private Photos taken/edited by sales directly,
Comfirm Project information (e.g. completion date) in CRM, double comfirm with Sales support
Performance Review
Review Market Report, and add/ edit/ modify ads
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