This guide covers the process of filling out the Dealer Info template.
Add the Dealer's Content Folder Link
Open the Google Drive Folder CONTENT: DEALER SPIKE
Pick the Corresponding Letter Folder that matches the first letter of the dealer. For example: Dealers B for the dealer Bob Hewes Boats
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).
Find the dealer’s folder (scroll down or CTL + F)
Right click the folder name, then hover over “share”, then select copy link.
Hyperlink the “Content Folder Link” with the link you just copied.
Delete any previous Chatter posts of the old Dealer Info template
Update the dealer’s checkbox in the Content Update Spreadsheet
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