Elgato_dark/fleet
1
0
Fork 0
mirror of https://github.com/fleetdm/fleet synced 2026-05-23 08:58:41 +00:00
Code Issues Projects Releases Packages Wiki Activity Actions 111

Add an account to your patch (#33846)

Browse source
This commit is contained in:
Sam Pfluger 2025-10-05 17:41:42 -05:00 committed by GitHub
parent 9604e64f28
commit 3009630141
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
1 changed files with 7 additions and 0 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

7
handbook/sales/README.md
View file

@ -25,6 +25,13 @@ This handbook page details processes specific to working [with](#contact-us) and
The Sales department is directly responsible for attaining the revenue goals of Fleet and helping to deliver upon our customers' objectives.
### Add an account to your patch
Use the following steps to add an account to Salesforce if one doesn't exist already:
1. Obtain the company name, website, and LinkedIn company url of the account you would like to create and search Salesforce to be sure a dupicate, parent, or child account doesn't already exist.
2. If the account already exists, reach out to the [Head of Digital Workspace & GTM Systems](https://fleetdm.com/handbook/it-and-enablement#team) in the [#g-unicorns Slack channel](https://fleetdm.slack.com/archives/C08BTMFTUCR) with the account data and request the account be created and/or added to your patch.
### Respond to a customer feature comparison request
AEs, SEs, and CSMs will bring any feature comparison / evaluation matrices / spreadsheets from prospects to the "🎐🗣 Design review (:help-design)" meeting for CEO review. The rep will: