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  Warm Sales Transfer SOP
  An Optimize Territory Sales Representative sells a new client on our services. The new client begins the Onboarding process. Onboarding Initial Call ...
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  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, ...
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  ACCOUNT UPDATE EXPECTATIONS
  Account Update Expectations Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...
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  WHAT IS THE TIMELINE FOR MICHELIN CO-OP SUBMISSION?
  If your question is “When do they get reimbursed for their funds?”, the answer is simply “There’s no way to ...
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  ACCOUNT UPDATE SOP
  Account Update Cases are the only Setup Case anyone outside the Onboarding Department can create. These cases are created when ...
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  AutoNet TV – Website Department Process
  The form will be filled by the person who sold AutoNet TV Kurt Barlow will email the website team when the ...
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  Account Transfer Email Template
  Dear NAME , I would like to take the time to introduce myself as your new Account Manager. I am looking ...
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  WHAT IS THE TIMELINE FOR TIRE PROS CO-OP SUBMISSION?
  *Timeline always subject to change. As we all know, Tire Pros likes to switch things up. ODM receives an IO from ...
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  Reference sheet for the TireConnect Form
  ODM Account Manager: Who is filling this form out. This also is the person who put the product(s) in Salesforce Lead Information: Company ...
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  2024 DAILY GOALS & EXPECTATIONS: Account Consultant – Digital Media
  Goals and expectations are set as a minimum requirement. Your success will be found when you exceed thesenumbers. These goals ...

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