Templates
Examples of process management.
The Event Budget Process will allow you to keep track of your team's Marketing spending as well as request budget approval from the rest of the team. Th...
Fri, 13 May, 2022 at 11:33 AM
The Effort Tracking Process will allow you to keep track of marketing efforts such as Pay Per Click advertisements, Internal Email campaigns, and Trade Show...
Wed, 14 Dec, 2022 at 2:01 PM
The Marketing Asset Process is a simple Process that will allow you to keep track of all your asset in one place. You can keep track of links, images, video...
Fri, 13 May, 2022 at 11:31 AM
The Marketing Ideas/Opportunities Process will allow your users to submit their own Marketing ideas. You can set your own status for Ideas that are being pl...
Fri, 13 May, 2022 at 11:33 AM
The Marketing Intake Form allows users to make requests for things like new business cards, social media campaigns, updating web content, and so on. This Pr...
Fri, 13 May, 2022 at 11:32 AM
The Billing Variance History process is designed to be a repository of your billing variance reports. Allowing you to keep and review previous reports after...
Fri, 9 Feb, 2024 at 9:58 AM
A Bookings report is provided by a supplier or through a Technology Service Distributor (TSD) and lists new orders that have not yet been installed or chang...
Tue, 9 Apr, 2024 at 3:15 PM
The Opportunity process allows you to track in-bound and out-bound sales and upgrades. Allowing you to see what sales are going through and what products ma...
Mon, 8 Jan, 2024 at 12:26 PM
Orders are used when you want to track a sale during and after its installation. This will allow you to reconcile the order against your commissions to ensu...
Wed, 17 Jan, 2024 at 11:50 AM
The order modification process is used to track sold, disconnected or upgraded services for the same account under a single order. Having the modification o...
Fri, 8 Mar, 2024 at 10:28 AM