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Find out what product was sold by clicking into Task and reading the notes. If more information is needed, click Regarding order in the Task.     |
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The approximate Contracted Start Date will be provided in the Billing Notes for the Order. However, if the Sales team has not provided this date, the Contracted Start Date for the project service can be found under the Digital Marketing Project > Project Services.  |
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This information will be provided by the Sales team on the Sales Notes in the Order. Otherwise, information can be found in the Task window.    |
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Sales notes should be readily available on the Task window under Description.  |
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Put a checkmark to the left of the item in the row.
Click Mark Complete on the top row.
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