Page 7 - Thrive Business Process
P. 7
AUDIT
PIPEDRIVE
Every client whom Audit
needs to be audited.
When Deals/Tasks/
Client Maintenance Require Ensure all details
& Renewals are correct
are performed.
A C AUDITING
Cross-reference
B
CLIENT FOLDER
Conduct an official investigation
and assessment to evaluate,
review, analayze & check
if systems are all up to date.
AUDITING
PROCESS