TAOOP SALES TEAM TRAINING


Once A Sale Is Made

Once a sale is made (ST Closer):
1. Drag Opportunity card to Members
2. DO NOT change Opportunity to 'Won'
3. Report sale to Sales Team Chat in Notion
     a. Provide the name of the new client
     b. Notify Jonathan and all other ST members involved in the sale, e.g., AST, MST
     c. Provide sales details, e.g., Deposit, Full-Pay, Split-Pay, plus amount collected.

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