Page 10 - Thrive Business Process

RECEIVE

NOTIFICATION

PIPEDRIVE

Create PD Admin Deal in
Gesina’s Pipeline.

CLIENT TASK

CANCELLATIONS Copy all information to deal.

Create a task for Gesina to
contact the client.

CLIENT
COMMUNICATION

If response received create a
task for Adviser to contact client.

Move the deal to Review Pipeline.

DEAL

If no Response after 1 week,
mark the deal as “LOST” PD
and update Cancellation Register.

EXISTING CLIENT

CANCELLATIONS