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Template Section

What It Is

Name

Located: Question 1 of Intake

This is the exact spelling from the client regarding how they want their dealership name written. Located: Question 1 of Intake

Physical Location(s)

Located: Dealer’s Account In Salesforce, Address Information, Physical Address section.

This is where the dealer is physically located. Be sure to write out the city and state. This allows writers to Copy-Paste, rather than deal with decoding state abbreviations (which are harder to remember than you might think).

Located: Dealer’s Account In Salesforce, Address Information, Physical Address section.

Target Location - Primary

Located: Question 7 of Intake

This is the most important target location for the dealer. It’s also the location that should be used when making Title Tags. Be sure to write out the city and state.

It may or may not be the same as the dealer’s physical location.

Target Location - Secondary

Located: Question 7 of IntakeTarget Location - Secondary

Additional target location(s) to include in content. Be sure to write out the city and state.

Template Section

What It Is

Website Link

Located:

Question 7 of Intake

Top of the Account Page

This is the homepage for the dealer

Content Folder Link

Located

Expand
titleHow to Add the Dealer's Content Folder Link
  1. Open the Google Drive Folder CONTENT: DEALER SPIKE

  2. Pick the Corresponding Letter Folder that matches the first letter of the dealer. For example: Dealers B for the dealer Bob Hewes Boats

    1. 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).

  3. Find the dealer’s folder (scroll down or CTL + F)

  4. Right click the folder name, then hover over “share”, then select copy link.

  5. Hyperlink the “Content Folder Link” with the link you just copied.

This is the Google Drive folder where the dealer’s content is housed.

Fulfillment Work Done Link

Located: Dealer Account, then click Fulfillment Work Done

Delete any previous Chatter posts of the old Dealer Info template

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