A Client/Customer goes to http://www.twiccard.com and will go to ORDER NOW (This will taking them to the 'Ordering' Tab) if they don't just go directly to that tab itself.
...
This is the form. This form inputs the information and flows directly to Salesforce where an alert is generated for Wally/Tom to reach out to the customer to work on getting an agreement signed and collecting the Due Diligence.
Per Anna the commercial contract is what is to be used by the sales team.
...
Once the sales cycle is complete and the sale is Ready for Implementation the alert will go to the team like it does today (Abby and Debbie). This then can be assigned out like the normal FastTrack.
🤝 TWIC Closed Deals email from Salesforce will go to Abby, Mallory, Tiffany, Ashley. Tiffany will be responsible for assigning out to work (will be Tiffany for now to assign out and work).
Entire team will be trained on process in event that Tiffany is out and/or process is transitioned.
📌 Ready to Implement📌
...
(L2) PT MetaBank Corp Purchasing, 693072
(L3) Referred Corp Purch Business, 698559 - set up incoming clients under this in the hierarchy.
(L4) Twic Program, 873077 - This is the TEST PROGRAM
...