PL Revenue Team Policy & Process
Where things go
How-To Guides and Policy go in Confluence (here!)
Customer Tasks (sales & CS) reside in Hubspot.
Customer Support Tickets and Tasks reside in Hubspot.
Revenue Campaigns will be managed out of Jira. Project TBD.
This is where policy lives.
If you have questions about how to use software, how we conduct meetings, PTO requests, and other guides will all eventually live here.
Confluence promotes version control and ensures all employees have access to the space.
Roles
🕑 Recently Updated Pages
Content Requests
Adopets Admin & User Roles explanation
ShelterBuddy User Types & User Groups - setting up a new account and giving admins clear descriptions of what to do. From Sheila on Slack: “User Type grants or denies Backend Access or says the user is an API. User Group has to do with limiting access to pages and fields within the User Interface”
Introduce or expand Force Sync documentation - how to do it, what kind of problems it solves, what causes it, and how to communicate these things to customers.
Virtual Shelter SOP - how do we get coordinators toward the “front” of the conversation, get them equipped and trained to calibrate a virtual shelter request.