Salesforce Cases – Operations Client Request

Learn how to send requests to the operations department. This includes all work you would normally send, aside from starting a brand new client relationship. We review opening another account for an existing client, adding account features, contact information updates,…

Salesforce Cases - Operations Client Request

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Learn how to send requests to the operations department. This includes all work you would normally send, aside from starting a brand new client relationship. We review opening another account for an existing client, adding account features, contact information updates, research requests and more!

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