Sales Rep on Vacation

When a sales rep or CSR is on vacation. These are the responsibilities
  1. 1

    Orders need to be in Shopworks

    - Shopworks as Orders
    - Quotes
    - Marketing

    Not sticky notes or buried in your emails
  2. 2

    Before Rep Leaves on Vacation

    • Rep must clear up all questions before leaving
  3. 3

    Questions on Orders

    • Artwork, Production Questions
    • Bring questions to the CSR.