General

Training #3556

closed

Deploy and Train Events use of New Sales Process

Added by Kathy Zastoupil 4 months ago. Updated 3 months ago.

Status:
Closed (Resolved)
Priority:
Low
Author:
Kathy Zastoupil
Start date:
Jan 26, 2026
Due date:
% Done:

100%

Estimated time:
4:00 h
Time log:

Description

Train Event Manager on use of new Forms and Sales Procees in Salesforce.


Add

Subtasks


Add

Related tasks

Actions #1

Updated by Kathy Zastoupil 4 months ago

  • Status changed from Assigned to In Progress

Updated by Kathy Zastoupil 4 months ago

  • % Done changed from 0 to 20

Trained Cesar (F&B), Catherine (Outside Sales), and Hall (Director) on use of Event Opportunity and how to add Products and adjust pricing and how Conga will

create the documents.

Actions #3

Updated by Kathy Zastoupil 3 months ago

  • Status changed from In Progress to Closed (Resolved)
  • % Done changed from 20 to 100

Also available in: Atom PDF