Track Deals Unable to Add to Hetrix
Purpose For us to keep track and have historical data of the deals that should be added into Hetrix but we are unable to do so because we are unable to ping it and we need to investigate it.
Track Deals Unable to Add to Hetrix
Standard Operating Procedure
|
Version |
Version 1 |
|
Purpose |
For us to keep track and have historical data of the deals that should be added into Hetrix but we are unable to do so because we are unable to ping it and we need to investigate it. |
|
Task Source |
T1 Manager | Connectivity Delivery Specialist |
|
Owner |
Aprilyn Capunitan — T1 Support Associate |
|
Approver |
John Martinez — T1 Manager |
|
STEP 1 |
|
Open the Deals Not Added to Hetrix Tracker Pull up the Deals Not Added to Hetrix file using the link below: 🔗 Deals Not Added to Hetrix.xlsx Fill out each row accordingly. You can find the required information on the ticket created in HubSpot for the said matter. |
⚠ Disclaimer:
This Knowledge Base article may be revised at any time. Please ensure you are referencing the most current version.