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Meetings 

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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.

Please email Brand Manager daniel.rafn@leadventure.com and ask him for a template of an email signature for ARI.

(You should now have 2 signatures saved.)

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  •  Yext Outreach - Initial Outreach (Email)

Who can help: Fernando Mendez / Gabriel Reyes

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  1. Yext - Generating Client Outreach Link

  2. Yext - Generating Client Outreach Email

  3. Yext - Outreach Schedule & Updating the Trello Board

After you have completed the task for each client, check off the two tasks under the Client Outreach checklist. Close the card by clicking outside of the opened card, and drag the completed card to the column to the right labeled Complete. It does not matter where the card lands in this column.

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