handbook
Intro
Handbook
Our Mission
Prezly is you
What we stand for
Your first week at Prezly
Our ambition
How do we evaluate team members?
Essentials
Client Day Duty (CDD)
Company Details
Holiday Policy
Business Expenses
Customer Success
Getting Reviews
Team workflows
Handling Client Support
Debugging SPF and DKIM
Handling abuse / spam complaint emails
Put an account on hold
Bug Handling
Documentation handling
How to follow up on customer satisfaction survey
Onboarding
Onboarding enterprise Client
Criteria for marking an account onboarded
Setup an account
Migrate contacts from Augure
Email template for onboarding
Billing
Cancel a subscription
Mark an invoice as paid
Invoicing clients
Sending invoices to renewals (manual payment)
Newsrooms
Contact avatar in newsroom and story
Move a newsroom to another license
Deactivate the subscribe form
Removing Read More feature
Remove date in story detail
How to update newsroom URL
Set up HUB room
Add a custom font
FAQ
Sales
Pipeline Deal Stages
Sales Resources
Full client list
Newsroom Examples
After demo material
Follow up ideas
Competitors
Hubspot
Setting up your account.
Handling demos
Workflows
Handling qualified MQLs
Segmented Outbound Flow
Handling Active opportunities
Handling Lost opportunities
Handling Outbound Leads
Trial workflow
Availability for demos
Qualification of Leads
Powered by
GitBook
After demo material
After demo material
Deck, video and links.
results matching "
"
No results matching "
"