SS
AccountProspect
Open A/R
AUD 0.00
0 open invoices
Unbilled WIP
1h 0m
1 time entry
Lifetime value
AUD 0.00
0 invoices all-time
Last touch
—
0 communications
Projects
- General - Across Support
- XS Sales Lead
Tasks
- Call Steve to get him onboard (3 months as promised)23 May 2023
- Follow-up call to Steve - first contact after Demo13 Feb 2023
- Schedule Meet20 Feb 2023
- 1. Initial Call
- 2. Initial Demo
- 3. Follow Up Demo/Communications
- Communication and Meets
- Create FIle and set up URL access
- General Support
- Give client access
- Import SCHADS and NDIS Pricing - Core Supports and Coordinator of Supports
- Onboarding Sessions