Salesforce report: DS/ARI DigMS Ops: Outreach - PDM (N)
When there are new DigMS Ops Team - PDM Outreach: Intake callfulfillment tasks, you will check if the website is for a single location or multiple locations. Depending on your findings, you will update the fulfillment task record accordingly.
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Before proceeding, close out any duplicate fulfillment tasks by following the PDM: Intake - Duplicatesinstructions to ensure you are updating the correct record. |
Multiple Locations Instructions
Step 1: Look for items with “-” in the Actions Taken column.
Step 2: Click on the item’s website 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.
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.
Step 5: Modify the following fields exactly as follows:
Actions Taken: Multiple locations.
Step 6: Save the record by clicking the Save button at the bottom.
