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      Back to home
      1. Help Center
      2. Internal SOPs
      • App Guide
        • Features
        • Integrations
        • Getting Started
        • Navigating the Dashboard
        • Assessment and Reporting
        • User Management
        • Customization
        • Support and Contact
        • Glossary
        • Gene AI Prompts
        • Digital Scan
      • Knowledge
        • Financial Behaviors
        • Work Talents
        • API 101
        • DNA 101
        • DNA Science 101
        • General Education
        • Money Energy
        • Personal Life Energy
        • Behavioral Marketing
        • Decision Making
        • People-Centric Businesses
        • Quantum Leap
        • Performance
      • Facilitation
        • Teams, Families, and Groups
        • Comparisons
        • Financial Planning
        • Workplace and Career Talents
        • Employment Decision-Aids
        • Factor and Sub Factor Report
        • General Implementation
        • Quantum Leap Coaching
        • Additional Discovery Processes
      • Partner Guide
        • Sign up for the partner program
        • ISV Guide
        • Partner Support
      • Billing Help
      • Internal SOPs
        • App
        • Operations
        • Sales
      • App Help

      Internal SOPs

      All internal standard operating procedures.

      App

      • Requesting Demo Accounts for VIP Enterprise Sales Pitches
      • Message: You have not completed the Natural Behavior Discovery

      Operations

      • How to Find Assigned Sales Representatives for Clients in Chargify

      Sales

      • Record New Leads
      • Setting Up and Updating Deals on HubSpot
      • Pricing
      • Cost of Excess Profiles
      • Guidelines on Sending a Quotation
      • Deals Requiring SOW (Statement of Work)
      See more
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