Warning: preg_replace(): Empty regular expression in [path]/showthread.php on line 2381

Warning: preg_replace(): Empty regular expression in [path]/showthread.php on line 2381

Warning: preg_replace(): Empty regular expression in [path]/showthread.php on line 2381
Handover Process and procedure for accounts between teams - CiteHR

No Tags Found!

SH

Shai89308

Executive Hr

AS

Ammu Shanvi

Human Resource

GS

G SHASHI KRISHNA

Senior Manager - Hr

AH

Aizant HR

Human Resources

MA

MARSHAL

Safety Officer

AK

Anish Katoch

Hr Executive

PR

PranjalR

Hr Recruiter

AP

Alka Pal

Hr Executive

Karthikeyan8195

Management Consultant

MK

Mohit Kumar Puri

Head Marketing

AU

Austex

Accounts Manager


baby21
Dear All,
I hope you are doing well.
This is my first post and I am seeking help, I am looking for a handover process and procedure as we have 2 sales teams and they need to start handing over their accounts between each other.
Thanking you in advance,
Best regards,

From United Arab Emirates, Dubai
mabel-rejoice
2

Hi,
For a Hand-over process first prepare a check list of what are the clients handled, type of support given the client, Target given and achieved, client contact details. Prepare a column in the Exit sheet for the KT, whether all the works and accounts has be mentioned and get it signed by the other person stating he has received every knowledge and all other accounts from him/her.

From India
baby21
Hello, Thank you for your reply, I have a handover checklist/Form, where I am stuck is how to formalise it as a procedure /process
From United Arab Emirates, Dubai
Find answers from people who have previously dealt with business and work issues similar to yours - Please Register and Log In to CiteHR and post your query.




About Us Advertise Contact Us Testimonials
Privacy Policy Disclaimer Terms Of Service

All rights reserved @ 2024 CiteHR ®

All Copyright And Trademarks in Posts Held By Respective Owners.