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Multiple Locations Instructions
Step 1: Look for items fulfillment task with “-” in the Actions Taken column.
Step 2: Click on the item’s fulfillment task’s website URL and locate the location information either on the header or footer of the website. If the client has more than 1 location, they will need an intake call.
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Actions Taken: Multiple locations.
Step 6: Save the record by clicking the Save button at the bottom.
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Single Location Instructions
If a website only contains a single location, the intake the outreach team can bypass the intake task. In this case, the operations team will close the fulfillment task.
Step 1: Look for fulfillment tasks with “-” in the Actions Taken column.
Step 2: Click on the fulfillment task’s website URL and locate the location information either on the header or footer of the website. If the client 1 location, they will not receive an intake call.
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Step 3: Click the fulfillment task name “DigMS Ops Team - PDM Outreach: Intake call” in the correct row.
Step 4: Click any pencil icon to begin editing the fulfillment task record.
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Step 5: Modify the following fields exactly as follows:
Status: Closed
Closure Reason: Not Applicable
Actions Taken: Single location. Intake not required.
Step 6: Save the record by clicking the Save button at the bottom.
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