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


New Sales

Digital Marketing Sales/Ops

  • An Intake Task is created in Salesforce
  • The Intake Form is completed for the new contract and attached to the Intake Task


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)!