From 0a8bb918cb86e9a4881820d73e147bc32f78c72f Mon Sep 17 00:00:00 2001 From: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> Date: Mon, 8 Sep 2025 10:56:20 -0700 Subject: [PATCH] Add canvas to the handbook (#32734) --- handbook/sales/README.md | 5 +++++ 1 file changed, 5 insertions(+) diff --git a/handbook/sales/README.md b/handbook/sales/README.md index fb23c0f292..e29baab0ba 100644 --- a/handbook/sales/README.md +++ b/handbook/sales/README.md @@ -45,6 +45,11 @@ To get the CEO's attention and introduce him to an account, follow the relevant To track an objection you heard from a prospect, follow the relevant steps in ["Why Fleet?"](https://docs.google.com/document/d/1E0VU4AcB6UTVRd4JKD45Saxh9Gz-mkO3LnGSTBDLEZo/edit#heading=h.vfxwnwufxzzi) +### Track a TODO for a Solutions Consultant + +In the "[#help-solutions-consulting](https://fleetdm.slack.com/archives/C05HZ2LHEL8)" Slack channel, add the action item to the "TODO" section of the correct canvas. + + ### Change a contact's organization in Salesforce Use the following steps to change a contact's organization in Salesforce: