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Deal is ready

1. Attach Signed Order form with client address and modules updated. (If there are any payment terms / special instructions discussed please update it in the comments section.)

2. Attach Pricebook with contact details, MODULES, and VALUES should be MATCH Order form

3. If custom - please attach the signed SOW and Proposal (proposal version reference should match the reference in signed SOW)

4. Ensure there are minimum TWO contacts and one of them HR (if its not available please add a note in the mail mentioning these are the only contacts so that we will not follow up with you )

5. Mark the deal as 99% complete in salesforce.com

-- Sujee Saparamadu - 2020-10-08


Topic revision: r1 - 2020-10-08 - SujeeSaparamadu

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