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Who Owns Card Creation: Gemma Gonzalez - gemma.gonzalez@leadventure.com | Last Updated: October 2022
How Often Are New Sales Processed Into FMT Cards?: Everyday and should be within 24hrs after the sale closes
Which Card Template Should Be Used for New Sales?:
| Trello card | ||
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As part of the new sales process, cards are created on the First Month’s Task Board after they have been added to the monthly planner (where all digital marketing sales are recorded). How Often Are New Sales Processed Into FMT Cards?: Everyday and should be within 24hrs after the sale closes
Once created, the cards are added to the “Initial Setup” list, where a start date and due date will be assigned. You will have three days from the time of creation to completely process all new clients before they become past due.
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