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An SEO client needs a quarterly report made by the Juniper rep to be used four times a year.
A new report template is added to the reports within the NinjaCat account by the Juniper rep.
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A new quarterly report has been created, which the Juniper rep will run during the specified reporting period and send to QA.Once it has been QA’ed, the Juniper rep sends the report to the dealer email(s) and to ‘ninjacatreports@leadventure.com’, where it is automatically uploaded .
FAQs
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When reports are set to send to the NinjaCat reports email in addition to being sent to the dealer contact, there are automation processes in place to take those reports and automatically upload them to the Documents section of the client’s DigiMS Project tab in the CRM |
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FAQs
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Answer…without requiring human intervention. |