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Assign Ticket to Responsible CSR
CSR will ensure the Agency is created inside Jira Customer Portal under “Organizations.”
Communicate with Salesperson using Teams inside the ticket to coordinate time and training details.
Create Sub task for the following
Sales to Schedule Call
Multiple Product Training Assignments (If multiple products support will be needed from other team members)
Team will need to coordinate Multiple Sessions. Recommend using the internal calendar for tracking purposes.
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