Welcome Acct mngr

How to use the doc

You've received a new order, great!

Step 1 - Does the client already exist?

The client exists - Skip to step 2

I don't know - Search here:

Blank

⁠

No -

Add client

⁠

Important: Be sure to add any notes about the conversation you had with the client in the notes section and set any reminders

It will automatically save when you're done, so just close it when finished.

Step 2 - Input the order

What type of order is it?

⁠

Add a design task

⁠

Add a writing task

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.