1. TDA Onboarding

Owned by Former user (Deleted)
Last updated: Feb 05, 2024 by Doug Chase (Deactivated)
1 min read

New Sales

Digital Marketing Sales/Ops

  • An Intake Task is created in Salesforce or other CRM

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




2. Set-Up (TDA)

Onboarding Resources