Change in Service

Mehr dazu

Classification of Matter

von Morgan Berns

430 General Franco

von Andy Gonzalez

Depart ment

von MR. Niarbon

F741 - Priority Nissan of Williamsburg

von Christopher Johnson

Change in Service

Project Manager/Account Manager

1. Notify Department Head

Sales

2. Does sales need to do anything to notify anyone about commission?

NO -

1. Notifies Dept Head of Product/service that is changing

Billing

If email comes in from Dept Head then do the following:

2. Notifiy Dept Head that sent the change that everything has been completed

1. Make Changes to SO

If call/email from client comes into Tina/Holly send email to Dept Head

Department Head

4. If client is MS or BP, email Account Manager

3. Emails Tina/Holly with all info they'll need

2. Makes the following changes to Netsuite:

Updates Product List Tab

Update Recurring Billing Tab - MAKE INACTIVE with Note

Update Project with info

1. Emails PM/AM of product service change