This guide covers the process of filling out the Dealer Info template. Created by Madison Garner March 2024.
The Step-by-Step Process
Open the Dealer’s Ongoing Fulfillment Chatter. This is where you’ll be adding the new dealer info.
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Determine which old template is currently on the OF Chatter, which will affect which process you use.
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Copy the Dealer Info Template. Paste it into the Ongoing Fulfillment Chatter as a POST, not as a comment.
Fill Out the Dealer Template according to the process for Using the New Client Template or according to the process for Using the Old Trello Client Template.
Delete the old OF Chatter Dealer Info post that used a different template.
Update the dealer’s checkbox in the Content Update Spreadsheet
(Remove after the audit process is done since this resource will then be used just for newly signed clients)
Dealer Information - Using the New Client Template
Template Section | About | |||||
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Name | Located: Question 1 of Intake
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Physical Location(s) | Located: Dealer’s Account, Address Information, Physical Address section.
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Target Location - Primary | Located: Question 7 of Intake
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Target Location - Secondary | Located: Question 7 of Intake
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Template Section | What It Is | ||||||||||
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Website Link | Located: Top of the Account Page
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Content Folder Link | Located: CONTENT: DEALER SPIKE
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Fulfillment Work Done Link | Located: Dealer Account, then click Fulfillment Work Done
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Template Section | What It Is | |||||
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Products | Located: Questions 5, 9, 11a iii, and 12 of Intake
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Seasonality | Located: Question 6 of Intake
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About Us Page | Located: Question 11a and 12 of Intake
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Parts Page | Located: Question 11b
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Service Department Page | Located: Question 11c
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Dealer Information - Using the Old Trello Client Template
Before
After
A few key things
If dealer has not filled out the new intake form yet, and the relevant information isn’t already in the Chatter using the old dealer info template, put “TBA” (to be announced). This lets us know that the section could be filled out down the road should the dealer fill out the new intake form, rather than the dealer just not having those offerings.
Put information in the Any Need To Know Information About Dealership In General (OK If Blank):
Additional Services or Departments: What sets them apart from other dealers (if anything)? Ex: slogans, perks, specialties: General Notes:
all in the About Us section