Sales Pipeline: Controller Processes

 

  1. 🚨 When a Sales Pipeline board item status changes to Send to Properties Board and the Subscription=a Paid Subscription (not MTSA Starter: 1 Source), the controller receives a notification email with details of the property.
  2. Controller manually creates client folder in Dropbox.
    TO BE AUTOMATED EVENTUALLY - SEE OPS REQUEST
    Subfolders =
  • 0 - Legal
  • 1 - Insyncing
  • 2 - Budget & Spend Data
  • 3 - Reporting
  • 4 - Data Drop Off
OR (??????)
  • 0-Legal
  • 1-Implementation Guide
  • 2-Insyncing
  • 3-Budget & Spend Data
  • 4-Spots
  • 5-TVA Reports
  • 6-SA Reports
  • 7-WTA Reports
  • 8-Attribution Reports
  1. Controller downloads a PDF copy of the contract and saves it to the Dropbox client folder.
  2. Controller puts a link to that PDF (from Dropbox) onto the Properties board in the Contract column.


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