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Excerpt

Here you'll find a breakdown of how new sales are received and assigned to the TDA Team.

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New Sales

Digital Marketing Sales/Ops

  • An Intake Task is created in Salesforce

/TaskarooThe Intake Form is completed for the new contract and attached to the Intake Task

  • or other CRM

  • Task is assigned to an Account Manager and to TDA (trenika.stevens@leadventure.com)



2. Set-Up (TDA)

Onboarding Resources

Now that you've completed the Onboarding phase of the TDA Project Life Cycle, let's move on to 2. Set-Up (TDA)!