Travel Requests

• Travel for Clients

  • Step 1 - Discuss with your manager the reason for the trip

  • Step 2 - Book key meetings with clients - (5 minimum for an event, minimum expectation of 10x the cost of the trip in closed business)

  • Step 3 - Confirm approval based on those meetings in writing. 

Step 4 - Fill out Salesforce travel request form.