SOP - Accounts Created Yesterday Report
Two SOP documents attached
1. Process of Merging Duplicate Prospect Accounts - this covers checking the prospect accounts created by Reps
- If you noticed a certain individual continuously creates duplicates - you need to email their manager so a training and coaching conversation can occur.
2. Process of Merging a Prospect to a Master or Sub account that is created through nightly integration - #LeavittCRMintegraiton User