...
- LV - Send over test migration data. Grant sending TCS
- Grant & Samar - Send per brand customer migration list. In progress.
- Grant - Send TCS
- Grant - Send ND
- Samar - Send ARI TCS - Grant
- ND - Grant
- DS - Samar (Need to note Listings vs Listings+Social)
- Samar - Send DS ARI - Samar(Need to note Listings vs Listings+Social)
- (estimate) Uberall - Import dealer lists. (Uberall stated they need two weeks)
- TCS
- ND
- ARI
- DS
- (estimate) Grant & Samar - Import error correction
- TCS
- ND
- ARI
- DS
- (estimate) Grant - Existing Connections Sync (Manually connect GBP & FB)
- TCS
- ND
- DS (minimal)
- ARI (minimal)
...
Questions | Answer | Who | When | Where (Meeting) |
|---|---|---|---|---|
| Samar (Lance to assist when/if needed) | Samar & Tory |
| Meeting: Uberall Migration Internal Discussion |
| They do not have a sufficient Leadsie alternative. Their options: 1 - they can do a link similar to Yext that gives them access. 2 - They can help facilitate us sending separate GBP and FB access request for our accounts. | Uberall - David & team | LeadVenture Migration Planning Cont. |
Decisions
Decision | Why | Who* | When | Where (Meeting) |
|---|---|---|---|---|
To migration all locations for each dealer. AKA, to not remove secondary unpaid locations. | There should be a conversation with the customer. Possible upsell. Fewer customer issues. Product to follow-up on a second phase after the initial migration is completed. | Tory, Samar, Lance, Grant | Uberall Migration Internal Discussion | |
Choosing 1 child SP. Instead of multiple SP that you can toggle between. | A single Service Portal will make it easier to slice and dice customers as needed using labels. For example OEM package that crosses ARI and DS. | Samar, Lance, Grant, Uberall |
| LeadVenture Migration Planning Cont. |
...