New Website Assignments
New deals sold by our Sales Team will shortly be assigned to their respective Project Managers.
You will be notified that a new website has been assigned to you via Email, with a Subject Line: "New Website Assignment"
Onboarding Appointment
- To check your Onboarding Appointment, go into the deal's Bitrix profile, scroll to the bottom, click as below & select "Project Manager View"
2. Locate the "Onboarding" section to see the onboarding date selected by the Sales Rep.
If a Date
IS
selected:
Ensure that this is booked in your Calendar. If it isn't, reach out to the Sales Rep to have it booked using your Calendly Onboarding link.
If a Date is
NOT
selected
Reach out to the Sales Rep to have the Onboarding Date & Time added in Bitrix & booked using your Calendly onboarding link.
Your next step would be on the date of the Onboarding to facilitate the call.
Bitrix Templates
1. Go to the deal's Bitrix profile & copy paste the below templates into the comments columns in the order below.
This ensures your workspaces in Bitrix are ready for your use.
1st
2nd
3rd
ACCOUNTING NOTES
.
TICKETS
🔵 OPEN STATUS:
Date:
Ticket Link:
Purpose:
Post Ticket Action Items:
⚫ CLOSED STATUS:
Date:
Ticket Link:
Purpose:
PM NOTES
🔴 PENDING: (From Client)
Verify Phone:
Verify Email:
Discuss Domain Pointing:
Ask if Text Notification:
Check on Linking GBP:
Initiate Collections:
If Ecomm
Product Listings:
Setup Shipping:
Connect Payment Gateway:
🟢 RESOURCES: (Client Accounts, Drive Links, Special Form links & any reference that will be useful later on)
🟡 HISTORY