Michael Edlefsen

Michael Edlefsen updated page New York Agents that DO NOT opt into Sales Central
1 year ago

Michael Edlefsen updated page New York Life Agents that opt into Sales Central
1 year ago

Michael Edlefsen updated page New York Agents that DO NOT opt into Sales Central
1 year ago

Michael Edlefsen created page How do I track which accounts have a scheduled Kickoff Call?
1 year ago

Michael Edlefsen updated page Salesforce dashboard to track Strategic onboarding customers
1 year ago

Michael Edlefsen updated page How do I know which accounts I'm onboarding?
1 year ago

Michael Edlefsen updated page Templates - Kickoff Call & SOW
1 year ago

Michael Edlefsen updated page TSM Cases - Technical Support/Consultations
1 year ago

Michael Edlefsen created page How do I know which accounts I'm onboarding?
1 year ago

Michael Edlefsen updated page Tracking Business Reviews
1 year ago

Michael Edlefsen created page Tracking Business Reviews
1 year ago

User for 2 years

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Track which accounts do and do not have a Kickoff call by comparing these reports on the Strategi...

Notifications of new client will come through the #sales-cs-handoff channel The AE will @ me...

Why As a team, we have a goal of three business reviews each week. In order to track the number ...

Use the TSM Cases Dashboard to monitor and update cases A situation requires assistance from...

Strategic Onboarding Dashboard

The information needed for new employees to fully set up with the various software we use