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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 forward to working with you
• Adding Appointment link to a GMB profile
  Adding in the Appointment Link: Access your client’s Google Business profile from the Google Business profile Manager by searching for, and clicking on the profile:  Click on
• A review is showing in HQ, but I am unable to find it on the social profile, why is this happening?
  The social profile may have removed the review.  
• Am I able to set a default location under ‘Search Location’?
  No, this feature is not currently available within Optimize HQ.  
• Am I able to permanently update the default date range?
  This is not a feature within Optimize HQ. The date range is defaulted to the last 90 calendar days compared to the 90 calendar days
• Am I able to set a default service or list when creating a post?
  No, default service or Lists are not a feature available within Optimize HQ.  
• Am I able to send a post instantly without selecting Schedule or Deck?
  Yes, create the desired post under the Create Post tab then select Send to have the post go to your social profiles. 
• Am I able to edit a ‘Scheduled’ post and assign it to a ‘Deck’ instead?
  Yes, click the Edit pencil button to adjust the post from being in Schedules to a desired Deck.
• Are there requirements/limitations for what can be added as a category?
  There are no requirements/limitations for what can be added 
• Are the NAPA Gold Marketing Funds refundable?
  No, the funds are non-refundable.
• ACCOUNT UPDATE SOP
  Account Update Cases are the only Setup Case anyone outside the Onboarding Department can create. These cases are created when a current account is having
• ACCOUNT UPDATE EXPECTATIONS
  Account Update Expectations Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is in High Priority. If the
• ARC Setup – Website Department
  ARC can be a new sale or an upsell New Sale – will be part of the build case Upsell – a website update case should be
• AutoNet TV – New Sale
  Create the product in Salesforce. Please reference here on how to create a product Fill the form out from Optimize Garage: https://www.optimizegarage.com/autonet-tv When AutoNet TV has been
• AutoNet TV – Upsell
  Create the product in Salesforce. Please reference here on how to create a product Fill the form out from Optimize Garage: https://www.optimizegarage.com/autonet-tv Create a website update case
• AutoNet TV Cancel
  Put AutoNet TV product into cancel and fill out the cancel event. Please see here to follow the steps for putting a product in cancel. Billing
• 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 account is created in our
• Adding clients into HQ - Instructions for the AC and Instructions on the Client side
  Click "Management" Click "Companies/Locations" Click "Location Users" Click "ADD USER" Click the "First Name" field. Type the user's first and last name Insert the user's email address Under "Active", select the "Yes"