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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...