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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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  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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  NAPA Gold Funds - Internal Process
  Gold Fund Products & Service implementation Client claims funds via NAPA Member Site ( https://member.napaautocare.com/ ) Open Member Site > Gold Program ...
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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 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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  Multi-Location 2024 Package Optional Standard Ads Renewal Process SOP
  MULTIPLE LOCATION STANDARD AD BUDGET RENEWAL PROCESS Current multiple location clients with a Standard Meta Advertising budget have the choice to ...
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  TireConnect – Upsell
  1.       Create the product in Salesforce. 2.       Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/ a.       View the reference sheet on how ...
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  2024 NAPA Gold Marketing Funds
  NAPA Gold Certified shops can choose between two options with Optimize to fit their online needs Facebook Advertisement: Promote your NAPA ...
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  Tire Pros IO Process
  Tire Pros IO Process AC’s IO Responsibility: Once IO is received by AC: Accounting will build product(s) in SF and verify payment(s) Note if ...
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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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