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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 ...
ACCOUNT UPDATE SOP
Account Update Cases are the only Setup Case anyone outside the Onboarding Department can create. These cases are created when ...
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 ...
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, ...
Website Update Case Checklist
Include all in one update case with appropriate heading – Q1 updates, February Updates, Spring Updates, Etc. Include images or graphic ...
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 ...
If TSM sells an ad product on their 30-60-90 call, what do they do with
Create the Product in Salesforce Chatter the assigned AC to notify of the upsell ...
High Risk Clients SOP
When a client is considered high risk: Working with another 3rd party marketing company Expresses a concern/frustration about our program Asks for a ...