General Processes
Duplicate Opps
Rename all duplicate opps as “Duplicate” and mark as “closed lost” Any opps with a date ...
Who to contact for all the things!
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New CS Employee Onboarding
The information needed for new employees to fully set up with the various software we use
Chili Piper Set Up
Click this link to find who to contact to get your Chili Piper account set up View this video fr...
LastPass Set Up
Click this link for information on setting up and using LastPass
Zoom Set Up
Click this link for information on setting up and using Zoom
Office 365 Set Up
Click here for information around setting up and using Office 365
Outreach Set Up
Click this link to find who you need to contact to get your Outreach account set up
Rubex Employee Account
Click this link to find out who to contact to get your Rubex account set up
Salesforce Account Set Up
Click here to find out who you need to contact to get your Salesforce account set up
Google/Gmail Account Set Up
Click here to find out who you need to contact to have you Google/Gmail account set up
DocuSign Account Set Up
Contact our salesforce admins via the #salesforce_support slack channel
Gong Account Set Up
Click this link to find who to contact to set up your Gong account
Slack Account Set Up
Click here to find who you need to contact to set up your Slack account
Totango Account Set up
Contact the Customer Success Enablement Manager for a Totango license
TSM Cases - Technical Support/Consultations
Use the TSM Cases Dashboard to monitor and update cases A situation requires assistance from...
Tracking Business Reviews
Why As a team, we have a goal of three business reviews each week. In order to track the number ...