PRIME SPONSOR - FACTOHR - Payroll Software with GPS Enabled Attendance, Travel, Performance Management, HRMS. Explore Features
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,
Cite.Co is a repository of information created by your industry peers and experienced seniors sharing their experience and insights.
Join Us and help by adding your inputs. Contributions From Other Members Follow Below...
Hi,
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.
Hello,
Thank you for your reply, I have a handover checklist/Form, where I am stuck is how to formalise it as a procedure /process
PRIME SPONSOR - TALENTEDGE "Interactive Anywhere Learning". Executive courses from top reputed institutes like IIM, XLRI, MICA. View Courses
Add Reply Start A New Discussion






About Us Advertise Contact Us
Privacy Policy Disclaimer Terms Of Service



All rights reserved @ 2019 Cite.Co™