Requirements
Description and Requirements
New Business Installation executives are responsible for
- Retrieval of Sold_Case doc from Workdesk/BIZFLOW.
- Review UW Notes in Workdesk (Notes Tab).
- Retrieve Process Checklist from SM Knowledge Center (Online Module).
- Update Group Information and Class Structure in Structure Portlet & SoldCase.
- Review all submission documents/tabs for missing information.
- Review all downstream applications for accuracy.
- Send emails via email templates.
- Complete New Business case in Workdesk.
