SOP-V-2003 Adding a Note in an IS Contact
Adding a Note in an IS Contact Standard Operating Procedure Department: NAC SOP ID: SOP-V-2003 Date: 2/2/2021 Sign Off: JG Procedure / Policy Overview How to accurately view and take a client note in IS. Policy - Adding…
SOP-V-2150 How to Send a Quote Instead of an API Order
HOW TO SEND A QUOTE INSTEAD OF AN API ORDER How to Send a Quote Instead of an API Order Standard Operating Procedure Department: NAC SOP ID: SOP-V-2150 Date: 2/17/2021 Sign Off: JG Procedure / Policy Overview Accura…
SOP-V-2010 View a Client's Past Orders
View a Client's Past Orders Procedure / Policy Overview View a client's past invoices to check the last time they purchased active products and to help determine when new active products need to be re-ordered. Task - View a Client's Past Orders * Navigate and log in to InfusionSoft * Search the client you are…
