Purpose/End Goal
- To ensure the Sales Operations team accurately tracks all sales agents and merchants using Square during the “crawl” phase
Applies to
- Sales Agents and Sales Operations
- RSDs for visibility
- Sales Operations
Ownership
- Sales Operations is responsible for monitoring incoming emails and maintaining accurate tracking records
Procedure
Tracking Newly Signed Square Merchants (Sales Agent Responsibility)
- Sales agents must email sales@paycompass.com for each newly signed Square merchant.
The email must include:
*Merchant DBA name
*Email address used by the merchant to create the Square account
*Merchant business address
*Date the merchant signed up