Conference Event Wrap Up *Needs Updating*
Overview of the SOP - Describes the steps to gather data and enter into Event Wrap Up Template.
Resources
Event Wrap Up Template:
https://sheet.zoho.com/sheet/open/tb70304b6c127952043c8b67f86e90954f266?sheetid=0&range=A1
Master Conference Program (with attendance #’s written inside)
Conference Session Surveys
Main Section 1- Steps to gather data
Go to The Knowledge Base, then click on “Departments” and scroll down to “Conference”
Click on “Event Wrap Up Template”
Main Section 2
Fill in the template with appropriate data
Created date: 3/23
Reviewed date: 2/24
Related Articles
Digital Marketing Responsibilities **needs updating**
Digital Marketing Responsibilities General Overview Advertising should be in place and ready to run before the first of the month. Double check to make sure things are set up correctly. Advertising in newsletters is organized first come, first serve. ...Creating emails for Qualifying campaigns**needs reviewing**
Table of Contents General Overview Single Emails Other Details Using Mailchimp Overview - This document is intended to help you draft an email that you will use in your qualifying campaign. As you make calls, people will often ask for additional ...Tracking Bonuses *Needs Updating*
Tracking Bonuses Table of Contents Link to Main Section 1 Other Details Overview of the SOP – This is for tracking Bonuses for commission based Sales People. Resources Cypress Sales & Bonus Tracker on Google Drive. Main Section 1 Search for “Cypress ...Credit Card Reconciliation ** Needs updating**
Credit Card reconciliation We have three Amex CC card and 2 Chase CC card Each CC card has their own due date for bank statement. You could reconcile the CC cards at the end of each month or categorize each transactions in advance when it’s ...Customer payment portal *needs updating**
Customer payment portal ∙ Reset the password from Maghub under contacts-select the personal name ∙ Make sure the invoices and bills (payment) checkboxes are checked If it is checked , this person has the right to access the portal . Email :” I will ...