From 0958cb8ea123c9a155930aa9222fe587f0ed1600 Mon Sep 17 00:00:00 2001 From: Alex Mitchell <105945793+alexmitchelliii@users.noreply.github.com> Date: Thu, 21 Sep 2023 11:19:23 -0500 Subject: [PATCH] Update README.md (#14043) Added a bullet for AE to help get the PO from the customer after contract signing so we can invoice. ... --- handbook/customers/README.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/handbook/customers/README.md b/handbook/customers/README.md index 00d908feb9..1c7fdb01b8 100644 --- a/handbook/customers/README.md +++ b/handbook/customers/README.md @@ -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).