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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,
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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.
Thank you for your reply, I have a handover checklist/Form, where I am stuck is how to formalise it as a procedure /process
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