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When a new sale is completed, Gemma will get a notification in the CRM and will make a new line on the monthly planner for the corresponding brand - ARI Monthly Planner OR DS Monthly Plannera Setup Fulfillment Request will be generated in Salesforce and appear in the PDM Setup queue. This is an automated process. |
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You will receive a setup fulfillment request in the queue once the sale closes. This is an automated process. |
How will you be notified of a cancellation/takedown request?
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You will be notified on the Directory Management Trello board. During Gemma’s offboarding process, she will go in and find the correct client card and move it to the “Offboarding” listWhen the PDM product expires or is terminated in Salesforce, a Takedown Fulfillment Request will be automatically generated and will appear in the PDM takedown queue. |
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You will receive a takedown fulfillment request in the queue for your product once the product has been marked for cancellation. This is an automated process. |
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Log into Uberall: https://locallistings.leadventure.com/en/app/leadventure-demo/home
Once there, you will be met with the Home tab - You can ignore this for now. Click on the “Locations” tab on the left-hand side of the window.
Search for the location you are trying to cancel in the search bar at the top-left under the new location buttons.
Once located in the account, select the account by clicking the red business name.
It will reload and you will be greeted with the location’s information.
On the right-hand rail if you scroll you will see an expandable labeled “Deactivate Location“, click the expand button and you will see a red “Deactivate Location” button, click it.
You will then be met with some options, in most cases you will click the white with red text “Deactivate Now” button, and you’re done.
You will also want to close out the Trello card if that is the only location we had service for.
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