Getting to Work - New Employee Guide
Sales Executive
If you find client, either client who purchased or is a potential client, you must add the client into the client relationship management system:
If he/she has potential to purchase our product(s) or service, you need to add it as an opportunity and follow up in the system:
Except find client by your own efforts, you can also grab in-house opportunities from client relationship management system.
Sales Assistant
After your marketing efforts, when you get any query from any source, you must record the opportunity as soon as possible:
- How-to Add New Opportunity
- You need to Add New Contact for the newly added Opportunity as well
Operator
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Technician
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