Elgato_dark/fleet
1
0
Fork 0
mirror of https://github.com/fleetdm/fleet synced 2026-05-24 01:18:42 +00:00
Code Issues Projects Releases Packages Wiki Activity Actions 59

Update README.md (#14043)

Browse source 
Added a bullet for AE to help get the PO from the customer after
contract signing so we can invoice.

...
This commit is contained in:
Alex Mitchell 2023-09-21 11:19:23 -05:00 committed by GitHub
parent 23bffce944
commit 0958cb8ea1
No known key found for this signature in database
GPG key ID: 4AEE18F83AFDEB23
1 changed files with 2 additions and 1 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

3
handbook/customers/README.md
View file

@ -323,7 +323,8 @@ This workflow outlines the process that sales and customer success can follow wh
2. The Customer and Fleet sign the order form.
- (AE) The AE adds the fully executed contract to the opportunity record.
- (AE) The AE marks the opportunity 'Closed Won' and includes the 'Closing Date'.
- (BizOps) BizOps team member adds fully executed contract to the [subscriptions folder](https://drive.google.com/drive/u/0/folders/1kwwg8RmnT8DyPLDDYLiJ7w5legDEPc57) (internal drive) in Fleet drive
- (BizOps) BizOps team member adds fully executed contract to the [subscriptions folder](https://drive.google.com/drive/u/0/folders/1kwwg8RmnT8DyPLDDYLiJ7w5legDEPc57) (internal drive) in Fleet drive
- (AE) Help BizOps secure a PO from the new customer to be referenced on invoice.
3. (AE) The AE creates a 'New Sale Issue'
- They complete the AE tasks listed at the top of the issue.
- Then they assign the issue to BizOps and the Head of Customer Success (CS).