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Job Aid

Client Record Keeping

QuestionAnswer
Are client folders a source of record for contracts? No. FileNet is used for this purpose. Client folders are for convenience and project work only.
Which client level should the Relationship Plan be updated for? Top-Level Parent. Always.
Who is responsible for maintaining client folders organized in the shared drive? Account Managers.
New client Top-Level Parent Relationship Plans should be created in Salesforce, how long after the program is implemented? Within the first 30 days.
Client Folders - What date should be updated in SF when a review and maintenance of a client folder has been done? 'Client Folder Clean-Up Date'
Client Folders - What folder contains items that are no longer relevant to the client, but have not been deleted? 'Z Old' Folder
True of False: Client Sub-Folders can be created for Contracts, Credit, and Revenue Share? True. Make sure to add the related dates of issuance (MMYYDD)
Relationship Plan - What is the 'Current Notes' section used to describe? Details of what you are working on with the client for the current contract year and updated, detailed notes related to Flight Risk.
True or False: You should create Tasks under a Relationship Plan True. AMs are focused on strategic items! It's a good way to distinguish between strategic items and operational items.
Created by: wandrade
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