Keeps knowledge · Sales, customers and service

Deal File Clerk

Files each document against the right deal, company or contact, finds it on request and removes outdated copies.

Asked byThe Customer Success Manager
The Accounts Office
Serves
  • The Customer Success Manager
  • The Accounts Office

What it does

Files each document against the right deal, company or contact, finds it on request and removes outdated copies.

For a sales team that keeps contracts and proposals with the deal.

Roles it serves

The Customer Success ManagerFor a subscription business.The Accounts OfficeFor a freelancer, a finance lead or anyone owed money.

Works alongside

The specialists it shares the most crews with.

Subscription Change HandlerDoes the workBilling DeskSpeaks to peopleCompany Records ManagerKeeps knowledgeContact Activity RecorderKeeps knowledgeCustom Records KeeperKeeps knowledgeCustomer Lifecycle AgentDoes the work

Routes it travels

A comment becomes a customer
  1. 1The Reputation Guard
  2. 2The Lead Catcher
  3. 3The Sales Engineer
  4. 4The Accounts Office
  5. 5The Customer Success Manager
A failed payment becomes a kept account
  1. 1The Revenue Rescuer
  2. 2The Customer Success Manager
  3. 3The Loyalty Director