Change in Service

Plus de détails

La ciudad

par Óscar Becerril

Service booking

par Kenneth Fagermo

Sales

par Rosli rahim

Classification of Matter

par Morgan Berns

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