[[https://cdw.sharepoint.com/sites/Vetting|Capture/Vetting & Forms SharePoint]] \\
[[https://cdw.sharepoint.com/sites/Vetting|Capture/Vetting & Forms SharePoint]] \\
[[https://cdw.sharepoint.com/sites/Vetting/Shared%20Documents/Forms/AllItems.aspx?id=%2Fsites%2FVetting%2FShared%20Documents%2FVetting%20Quick%20Reference%20Guide%20%2D%20SalesForce%20to%20Convert%20to%20Capture%2Epdf&parent=%2Fsites%2FVetting%2FShared%20Documents|Vetting Quick Reference Guide - SalesForce to Convert to Capture.pdf]] – this has links to additional instructions. \\
[[https://cdw.sharepoint.com/sites/Vetting/Shared%20Documents/Forms/AllItems.aspx?id=%2Fsites%2FVetting%2FShared%20Documents%2FVetting%20Quick%20Reference%20Guide%20%2D%20SalesForce%20to%20Convert%20to%20Capture%2Epdf&parent=%2Fsites%2FVetting%2FShared%20Documents|Vetting Quick Reference Guide - SalesForce to Convert to Capture.pdf]] – this has links to additional instructions. \\
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[[https://cdw.sharepoint.com/:w:/r/sites/AIManagedServices/Shared%20Documents/MS%20AI%20Team%20Channel/Client%20Onboarding/What%20do%20I%20do%20with%20Customer%20Questionnaires.docx?d=w0d0ec84020714acca43cd7edf4aba0e9&csf=1&web=1&e=BDXqNi|What do I do with Customer Questionnaires]] - Word Doc detailing the above information along with some FAQs \\
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[[https://cdw.sharepoint.com/:w:/r/sites/AIManagedServices/Shared%20Documents/MS%20AI%20Team%20Channel/Client%20Onboarding/Control%20Team%20Requests/What%20do%20I%20do%20with%20Customer%20Questionnaires.docx?d=w0d0ec84020714acca43cd7edf4aba0e9&csf=1&web=1&e=8lFC1n|What do I do with Customer Questionnaires]] - Word Doc detailing the above information along with some FAQs \\
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[[https://cdw.sharepoint.com/:b:/r/sites/AIManagedServices/Shared%20Documents/MS%20AI%20Team%20Channel/Client%20Onboarding/Control%20Team%20Requests/Contracting%20Operations%20Salesforce%20Reference%20Guide.pdf?d=wdbe43f1ab3f94378b039f06aa2101ac1&csf=1&web=1&e=7CMJDD|Contracting Operations Salesforce Reference Guide]] - This training guide outlines the Contracting Operations case types, which requests fall under these case types, and the Vetting coverage model.
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If you do not have an existing sales person working with this customer that already has access to Salesforce, you can click the link below and create a ticket in the “Salesforce Access Request” button:
If you do not have an existing sales person working with this customer that already has access to Salesforce, you can click the link below and create a ticket in the “Salesforce Access Request” button:
[[https://cdwesm.service-now.com/sp?id=sc_category&sys_id=f0e9c35c1bd7c9506fdd86ecdc4bcbf1&catalog_id=-1&spa=1|IT Enterprise Applications - Service Portal]]
[[https://cdwesm.service-now.com/sp?id=sc_category&sys_id=f0e9c35c1bd7c9506fdd86ecdc4bcbf1&catalog_id=-1&spa=1|IT Enterprise Applications - Service Portal]]
wiki/ai/capture_team_requests.1787253737.txt.gz · Last modified: by zhein
