General Company Proposal
Accepted on: July 27, 2018, 7:00pm
Proposed by: Olivier Compagne
Made changes to: Sales Operations
Accountability removed:
- Setting up and maintaining a Customer Relationship Management (CRM) system for storing useful customer and lead data
Accountability removed:
- Configuring booking links and routing for scheduling of @Holacracy_Advisor
Accountability changed:
Administering platforms to support the scheduling and delivery of certification assessmentsSetting up, maintaining, and administering
• a Customer Relationship Management (CRM) system for storing useful customer and lead data
• a system for processing @Holacracy_Advisor proposals and contracts
• booking links and routing for the scheduling of @Holacracy_Advisor
• platforms to support the scheduling and delivery of certification assessments