Thread Started by #baby21

Dear All,
I hope you are doing well.
This is my first post and I am seeking help, I am looking for a handover process and procedure as we have 2 sales teams and they need to start handing over their accounts between each other.
Thanking you in advance,
Best regards,
12th November 2018 From United Arab Emirates, Dubai
For a Hand-over process first prepare a check list of what are the clients handled, type of support given the client, Target given and achieved, client contact details. Prepare a column in the Exit sheet for the KT, whether all the works and accounts has be mentioned and get it signed by the other person stating he has received every knowledge and all other accounts from him/her.
12th November 2018 From India
Thank you for your reply, I have a handover checklist/Form, where I am stuck is how to formalise it as a procedure /process
12th November 2018 From United Arab Emirates, Dubai
Reply (Add What You Know) Start New Discussion

Cite.Co - is a repository of information created by your industry peers and experienced seniors. Register Here and help by adding your inputs to this topic/query page.
Prime Sponsor: TALENTEDGE - Certification Courses for career growth from top institutes like IIM / XLRI direct to device (online digital learning)

About Us Advertise Contact Us
Privacy Policy Disclaimer Terms Of Service

All rights reserved @ 2019 Cite.Co™