Skip to content

Home

Getting Started

Start Here
Company Overview and Culture
Organizational Structure and Departments
Tools and Services
Policies and Procedures

General

Acquira Knowledge Base: Introduction
Calendly Links

IT

Salesforce – Phase 2
Salesforce – Opportunities UI and Stages
Salesforce – Leads UI and Tasks
Salesforce and Gmail Integration
1Password: 2FA Authentication Codes
1Password: Acquira’s Password Manager Introduction
[SOP] – Google Workspace Shared Drives
[SOP] – Financial Documentation Request

Accelerator

Accelerator Roadmap – Deeper Diver
Process – Accelerator AE Onboarding and Journey
Investment Committee Presentation Deck

Customer Experience "White Glove"

What is “White Glove” Customer Experience
Process – Accelerator AE Onboarding and Journey

Transaction Advisory Services

TAS Roadmap

Accelerator+

Accelerator+ – Deal Killer List
Accelerator+ – Phase 1 (M&A Experience)

ACE Integration and Leadership

ACE Integration Home Page
The ACE Integration team
ACE Roadmap

M & A Operations

Accelerator+ – Phase 1 (M&A Experience)

Sales

Sales Script – TAS Services
Sales Script – ACE Framework
Calendly Links

SOPs

[SOP] Onboarding New AEs
[SOP] Weekly AP Calls
[SOP] Seller Funnel Lead Call to Delivery of Value Call Scheduled_2024-05_Final
[SOP] Seller Funnel Delivery of Value Call Scheduled to Seller & AE Call_2024-05_Draft
[SOP] Buyer Funnel Sales Call_2024-05_Draft
[SOP] Buyer Funnel Off-Market Deal to Success Fee/A+ Signup_2024-05_Final
[SOP] Buyer Funnel Investment Thesis_2024_02_Final
[SOP] Buyer Funnel Call Setters_2024_05_Draft
[SOP] Buyer Funnel – Accelerator+ for Sales Team_2024_02_Final

Equity Funding

Equity Fund Lender Presentation

After the Close

How to Collect Past Due Invoices in 6 Steps

View Categories

Home
Knowledge Base
IT
Salesforce – Phase 2

Salesforce – Phase 2

Contact Invitation #

The first step to giving access to the client portal to contact in Salesforce is inviting; the following video shows how to do that.

Tasks assignments to an AE #

Opportunity Assignment #

Phase Two Complete Walkthrough #

What are your Feelings

Still stuck? How can we help?

How can we help?

Name: *

Email: *

Message: *

Updated on February 6, 2025

Table of Contents

Contact Invitation
Tasks assignments to an AE
Opportunity Assignment
Phase Two Complete Walkthrough

Scroll to Top