Please enable JavaScript.
Coggle requires JavaScript to display documents.
National, Phase 1 (Clean Up), Phase 2 (Implementing), Direct, Wholesale,…
-
Phase 1 (Clean Up)
Step 1
-
Emily - Clean Acct Spreadsheet, located nearest branch & classifying
Type: National, Direct, Wholesale
-
-
-
-
-
-
Step 5
Meet with Team again to determine next steps on the other Accounts and sales/Comm Records to determine next course of action
Phase 2 (Implementing)
Step 6
Alias Module
-
Dave - Submit Ticket so when Sales/Comm records are imported, it does not create a new account, instead it creates a new alias in the new "Unassigned" Account
-
-
-
-
-
-
-
-
-