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- IT Services PSA
- Process
- Client to active engagement
Client to active engagement
Account Manager establishes the client relationship and proposes commercial scope. Engagement Manager checks that scope before activating delivery. The client and engagement have separate owners and statuses, so the team can pause one engagement without closing the client.
Step by step
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Client qualification Account Manager
Account Manager records the client, terms and owner, then moves a ready prospect to active.
- Client becomes available for an engagement.
- Updates Clients
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Engagement proposal Account Manager
Account Manager records the client, type, contract value, hours budget and dates.
- Proposed engagement has its scope and manager.
- Updates Engagements, Clients
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Engagement activation Engagement Manager
Engagement Manager checks the proposed record and marks it active.
- Delivery can be recorded against the active engagement.
- Updates Engagements, Organizations
Who does what
Roles and permissions- Account Manager
- , Engagement Manager.
Set up IT Services PSA your way.
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