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Agent Sales Phoneburner Process
Accessing Call queues * Begin your day by logging into salesforce here * Once in Salesforce access your contact list * Find the applicable call list you want to start to dial * Select the people from the list you want to call either using the select all option or individually checking each box. Rememb…
Processing SGD Sales in Salesforce
In order to book SGD Sales follow the below steps * Go the Salesforce Contact for the Agent * Select the ‘Subscription Plan’ based on the Agents choice * Once ‘Sub’ is selected a new window will pop up, click on Payment Methods and select + New Payment Method * Always choose ‘Charge Card’ and click Next. *we…
