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rima khanrima khan 

AM -> AE Handoff


What are the best practices for handing off a closed won opportunity from the Account Executive to the Account Manager? Right now when we win an opportunity, the rep fills in as much info as possible about the deal for the AM, but many times this info isn't fully complete, because not all the information is available yet. I was wondering what others are doing for handoffs. Maybe create a custom object? A case? Let me know. Cheers.
rima khanrima khan


What are the best practices for handing off a closed won opportunity from the Account Executive to the Account Manager? Right now when we win an opportunity, the rep fills in as much info as possible about the deal for the AM, but many times this info isn't fully complete, because not all the information is available yet. I was wondering what others are doing for handoffs. Maybe create a custom object? A case? Let me know. Cheers.
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