Any clients from previous months can be copy/paste to the current month if there is a converted month and they can be included in that month's conversion. For example, if a customer made OAC in August is converted in October, they will go towards the October numbers.
Checking and Responding to Messages in CC Checking and Responding to Messages in CC Standard Operating Procedure Department: NAC SOP ID: SOP-V-2014 Date: 2/3/2021 Sign Off: JG Procedure / Policy Overview How to ac…
Planning and Prioritizing Your Day Standard Operating Procedure Department: NAC SOP ID: SOP-2012 Date: 2/3/2021 Sign Off: JG Procedure / Policy Overview How to efficiently plan and prioritize your day. Policy - Ad…
Charging a Client Invoice for Auto-Bill (pay-as-you-go clients) Charging a Client Invoice for Auto-Bill (pay-as-you-go clients) Standard Operating Procedure Department: NAC SOP ID: SOP-2154 Date: 2/17/2021 Sign Off: J…