
Operating procedure
Last updated Nov 10 at 14:08 PM by Samuel Johnson
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Add more instructions...

Customers
Reviewing custom instructions...

Operating procedure
Last updated Nov 10 at 14:08 PM by Samuel Johnson
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Add more instructions...

Customers
Reviewing custom instructions...

Operating procedure
Last updated Nov 10 at 14:08 PM by Samuel Johnson
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Add more instructions...

Customers
Reviewing custom instructions...

Operating procedure
Last updated Nov 10 at 14:08 PM by Samuel Johnson
Trigger
Context
Instructions
Research other contacts found in CRM and update billing contact accordingly
Research available customer email addresses via Apollo, then identify suitable finance email addresses
Notify finance administrator with suggested contact update via Slack or Email
Once confirmed, update contact details
Add more instructions...

Customers
Reviewing custom instructions...