Templates
Examples of process management.
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
The Agency Payment Tracker process is used to track the payments you have made to your partners/agencies. You will be able to quickly track if a payment has...
Thu, 20 Jul, 2023 at 2:58 PM
The Deposit Tracker process is used to track the payments you have received from your Technology Service Distributors (TSD) allowing you to quickly see if a...
Fri, 15 Sep, 2023 at 10:07 AM