Standard operating procedures
Everything the Success Center does, written out step by step. Two documents: one for sales agents, one for managers. Each can be printed or saved as a PDF.
Sales Agent Standard Operating Procedure
How to use the Red Door CRM Success Center every day: getting set up, working HubSpot, closing out meetings, recording conversations and keeping your training current.
Open agent procedureManager Standard Operating Procedure
How to add and manage agents, monitor training and activity, review meetings and deals, and run reporting from the Red Door CRM Success Center.
Open manager procedure