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Create a document (or, if UFG, move the document) into the Dealer folder.

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Write (or, if UFG, edit) the piece.

3. Submitting Content Requests

In the Google Document

•  Update the file name to match File Name Standards
•  Add the Meta Data from the corresponding Rewrite Index Entry

In the Fulfillment Work Done

•  Update the “Content Focus” to match the format of the Rewrite Index Entry
•  Add the Google Doc link in the “Completed Piece” section

In the Fulfillment Task

•  Change the “Owner” from you to Pablo Ponce
•  Change the “Due Date” to today’s date
•  Add the type of content (usually, article) to the “Actions Taken” field

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Resources

• Sheets - List of IRV clients going into February 2025

• Salesforce - List of IRV clients

• Salesforce - List of open content tasks for IRV clients

• Excel - List with Dealer Info for IRV clients (Sonelle’s clients)

• Drive Folder - Home to the IRV clients' Dealer Folders

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