all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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- Accounts are reviewed on a semi-annual basis. Based on that review, we analyze and will do something with the monthly fees. - Web-based company assessment (numbers and values) – fill our as much as you feel comfortable o EIN’s o Location(s) o Employees o Business type or business industry o # of transactions o Which of these features are you interested in • “You get it all” • Do you have? o Inventory types and counts (how many) • Unique items • Serialized • Non-serialized • Labor • Time • Services o Other advanced options: • Images/scans photo uploads • Elements of time • Merchant processing • eCommerce o Other notes or requests o Reps or how did you hear about us o Main contact info o Company name o Contact name o Phone o Email - Have the reps submit info to us. Request a new corporation - Buttons that say “quote me” or “sign me up” (“action link”) - We will be contacting you - Testimonials - It’s time for musical chairs… everybody get up and go to the next station. (Shari) - Are you prepared to let go of what you need to? (my dad) - With reps – do’s and don’ts o Paying do’s and don’ts - What do we need to set up a corp – process or required pieces - Adapt and overcome - Outline and structure the training material… we were a little too open - Bank account to get ACH services - Take off the flyer about bringing the lunch - Global updates o Creates and updates take longer o Reads are faster o In loops (batch transactions) wrap in transactions or rollback recovery options. o The database should be the base model o “Linked in” |