Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current Restore this Version View Page History

« Previous Version 4 Next »

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/Taskaroo
  • 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)!