...
The SEO Operations Specialist will enter information on the respective planner.
DS Digital Marketing Monthly Planner
ARI Digital Marketing Monthly Planner
Required information
| Expand |
|---|
| title | Column B: Account Number (Customer ID) |
|---|
|
The account number can be found by clicking into the task, then into the Account.  Image Added Image Added |
| Expand |
|---|
| title | Column C: Account Name |
|---|
|
The Account Name can be found on the Task screen on the right hand column. Image Added |
| Expand |
|---|
| title | Column C: Website (link to account name) |
|---|
|
Image Added Image Added |
| Expand |
|---|
| title | Column E: Product + Budgets |
|---|
|
Find out what product was sold by clicking into Task and reading the notes. If more information is needed, click Regarding order in the Task.  Image Added Image Added Image Added |
| Expand |
|---|
| title | Column F: Contracted Start Date (Effective Date) |
|---|
|
The approximate Contracted Start Date will be provided in the Billing Notes for the Order. However, if the Sales team has not provided this date, the Contracted Start Date for the project service can be found under the Digital Marketing Project > Project Services.  Image Added |
| Expand |
|---|
| title | Column K: Contact name, number, and email address |
|---|
|
...
This information will be provided by the Sales team on the Sales Notes in the Order. Otherwise, information can be found in the Task window.  Image Added Image Added |
| Expand |
|---|
| title | Column B: Account Number (Customer ID) |
|---|
| The account number can be found by clicking into the task, then into the Account.
Image RemovedImage Removed |
Sales notes should be readily available on the Task window under Description.  Image Added |
The respective Digital Marketing team lead is responsible for checking the planner for new sales and assigning the appropriate rep in Column D (Rep), as well as assign the rep in the CRM per instructions found here: https://arinet.atlassian.net/l/cp/bHg2imkq.
...
Put a checkmark to the left of the item in the row.
Image Removed
Image AddedClick Mark Complete on the top row.
Image Removed
Image Added