Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
Content SOP
An SOP describing content best practices, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks and Service ...
NAPA Gold Solution SOP
Gold Fund Products & Service Implementation
Client claims funds via NAPA Member Site (member.napaautocare.com)
Open Member Site > Gold Program > Gold ...
Quick Tasks Q&A
Can I set these up for reoccurring tasks?
Not currently. This is set up to just quickly log an action that ...
Website Update Case Checklist
Include all in one update case with appropriate heading – Q1 updates, February Updates, Spring Updates, Etc.
Include images or graphic ...