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For help, please refer to the Contacts list.

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Please work on these assignments in any order you see fit, and as account access becomes available to you.

This is the course you signed up for on Thursday. If you are not done working through this, please continue.

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  •  Assist Felipe with L5 Migration Cards

Felipe can always use an extra hand with these setups. If you have free time and feel comfortable with lending a hand, Felipe will appreciate it. He has already shown you how to work through the cards last Thursday, and he can be your guide if you have questions.

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  •  Set Up Voicemail

Ellen Niles showed you where to set up your voicemail in RingCentral. Based on her template (and with proper modifications), please work on setting up your voicemail.

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  •  Set Up Email Signature

Please set up your Dealer Spike email signature per these instructions: Email Signature.

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(You should now have 2 signatures saved.)

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  •  Learn about Facebook account recovery protocols at the Meta Business Help Center. These are the topics you will be touching upon with our clients.

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  •  Bonus Points: Yext Outreach - Initial Outreach (Email)

Who can help: Fernando Mendez / Gabriel Reyes

Note: Remember to use the correct signature for the correct brand! They all look to be Dealer Spike for now.

After Fernando has shown you how to use the Yext platform, please reach out to the clients under the Client Outreach column on the DSB Product Additions: Directory Management & Reputation Management board. There should be about 6 cards on the board right now, each containing the contact information for each client. Click on the card to open it and get the information you need and get started.

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