PDM: Intake - Duplicates

Salesforce report: DS/ARI DigMS Ops: Outreach - PDM (N)
Outcome report: DS PDM Fulfillment Requests (Duplicate)

When there are multiple DigMS Ops Team - PDM Outreach: Intake call fulfillment tasks, you will close out fulfillment requests with the following fulfillment types:

• ARI Premium Directory Management

• Dealer Spike Premium Directory Management

Instructions

Step 1: Scan the list and look for items with “-” in the Actions Taken column. Duplicates appear under the same Created Date and Account Name as follows:

Open

Step 2: The Premium Directory Management fulfillment request is usually the bottom one. Click the
FR-xxxxxxx to open the record request.

Step 3: Ensure that the Fulfillment Type is one of the two mentioned above.

Open

Step 4: Scroll to the bottom and click the first checkbox to highlight all items.

Step 5: Click the Update Status button, then select Status: Close and Closure Reason: Not Applicable.

Step 6: Scroll back up to the fulfillment request record and click any pencil icon to begin editing the record.

Step 7: Back at the task, modify the following fields exactly as follows:

Step 8: Save the record by clicking the Save button at the bottom.