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Welcome to the WhenADealIsReadyForClose web
Overview
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  • 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

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WhenADealIsReadyForClose Web Utilities

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Topic revision: r4 - 2020-10-08 - SujeeSaparamadu
 
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