How To Submit A Team Design Request for a New / Older Program

Effective as of June 5, 2024

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Last updated: June 5, 2024

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STEP 1  |  STEP 2 |  STEP 3 |  STEP 4 |  STEP 5 |  STEP 6

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STEP 1 | CREATE A DEAL

STAKEHOLDER: SALES PROS

• Required For All Team Design Tickets

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STEP 2 | CREATE A TICKET

STAKEHOLDERS: SALES PROS • ACCOUNT MANAGERS • OTHERS

• Check before creating a new ticket to Avoid Submitting Double Tickets In The Same Design Season

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STEP 3 | REVIEW NEW DESIGN REQUEST

STAKEHOLDER: CX

• HubSpot Ticket

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STEP 4 | ZIFLOW MANAGEMENT

STAKEHOLDER: CX

• Transfer the info to Ziflow based on the HubSpot Ticket & Task

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STEP 5 | GOOGLE DRIVE MANAGEMENT

STAKEHOLDERS: DESIGNERS

• Google Drive Folder Structure

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STEP 6 | CREATE/UPDATE A TASK

STAKEHOLDERS: ACCOUNT MANAGERS • CX • DESIGNERS

• Please provide all the new info the departments need to complete this new / updated request.