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Process Overview

Miro macro resizing
accessLinkhttps://miro.com/app/live-embed/uXjVLyYZNnE=/?boardAccessToken=0yqbM5AtUQrsoQrsnwHqP1EZT26ZhYhQ&autoplay=true&embedMode=view_only_without_ui

What’s in Here

Page Tree
root@self
startDepth1

Sale closes in Salesforce - Insert

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Cover how the work gets to the specific people and teams

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Recent Updates

Recently Updated Dashboard
spacesDMSRV
labelsseo-onboarding

To-dos:

  • Juniper Setup Tasks - If RM or PDM, link out to their own section

  • Katie admin tasks

  • Rep First and second month

  • Transition to ongoing management

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