Handling Sales Information Requests

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Overview

Use this workflow when there's a query about new GitLab offerings from an existing customer.


Workflow
  1. Login into Salesforce using the generic email. Password is stored in 1Password.
  2. Salesforce will email a login code to the generic email. Login to this email account and retrieve this code. Password is stored in 1Password.
  3. Use the login code from the previous step to finish logging in to Salesforce.
  4. Search for the customer and find the account manager's email address.
  5. Respond to the ticket, CC-ing the account manager letting them know of the customer's interest in new/more GitLab offerings