This guide covers the process of filling out the Dealer Info template.
Template Section | What It Is |
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Name | This is the exact spelling from the client regarding how they want their dealership name written. It’s found in Located: Question 1 of the intake.Intake |
Physical Location(s) | This is where the dealer is physically located. Be sure to write out the city and state | Expand |
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| title | Where to Find the Dealer's Physical Location |
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Open the Dealer’s Account in Salesforce
Scroll Down to “Address Information”
Use the city and state listed in the “Physical Address” .
Located: Dealer’s Account In Salesforce, Address Information, Physical Address section.
Target Location - Primary | This is the most important target location for the dealer. It’s also the location that should be used when making Title Tags. It may or may not be the same as the dealer’s physical location. It’s found in Located: Question 7 of the intake.Intake |
Target Location - Secondary | Additional target location(s) to include in content. It’s found in Located: Question 7 of the intake.Intake |
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| title | How to Add the Dealer's Content Folder Link |
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Open the Google Drive Folder CONTENT: DEALER SPIKE Pick the Corresponding Letter Folder that matches the first letter of the dealer. For example: Dealers B for the dealer Bob Hewes Boats If there is not a dealer folder made yet, create one. The format should be “Dealer Name as it appears in Salesforce (State abbreviation of the dealer’s brick and mortar location). For example: Bob Hewes Boats (FL).
Find the dealer’s folder (scroll down or CTL + F) Right click the folder name, then hover over “share”, then select copy link. Hyperlink the “Content Folder Link” with the link you just copied.
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Delete any previous Chatter posts of the old Dealer Info template
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