Dear All,
I hope you are doing well.
This is my first post, and I am seeking help. I am looking for a handover process and procedure as we have 2 sales teams, and they need to start handing over their accounts between each other.
Thanking you in advance,
Best regards,
From United Arab Emirates, Dubai
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I hope you are doing well.
This is my first post, and I am seeking help. I am looking for a handover process and procedure as we have 2 sales teams, and they need to start handing over their accounts between each other.
Thanking you in advance,
Best regards,
From United Arab Emirates, Dubai
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Hi,
For a handover process, first prepare a checklist of the clients handled, type of support given to the client, targets set and achieved, and client contact details. Create a column in the exit sheet for the KT (Knowledge Transfer) to ensure that all work and accounts are documented. Have the other person sign the sheet, confirming they have received all necessary knowledge and accounts.
Thank you.
From India
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2For a handover process, first prepare a checklist of the clients handled, type of support given to the client, targets set and achieved, and client contact details. Create a column in the exit sheet for the KT (Knowledge Transfer) to ensure that all work and accounts are documented. Have the other person sign the sheet, confirming they have received all necessary knowledge and accounts.
Thank you.
From India
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