(WIP) Adding Dealer Info to Ongoing Fulfillment Chatter

This guide covers the process of filling out the Dealer Info template.

Template Section	What It Is
Name	Located: Question 1 of Intake This is the exact spelling from the client regarding how they want their dealership name written.
Physical Location(s)	Located: Dealer’s Account In Salesforce, Address Information, Physical Address section. This is where the dealer is physically located. Be sure to write out the city and state. This allows writers to Copy-Paste, rather than deal with decoding state abbreviations (which are harder to remember than you might think).
Target Location - Primary	Located: Question 7 of Intake This is the most important target location for the dealer. It’s also the location that should be used when making Title Tags. Be sure to write out the city and state. It may or may not be the same as the dealer’s physical location.
Target Location - Secondary	Located: Question 7 of Intake Additional target location(s) to include in content. Be sure to write out the city and state.

Template Section

What It Is

Website Link

Located: Top of the Account Page

This is the homepage for the dealer

Content Folder Link

Located

How to 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
1. 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.

This is the Google Drive folder where the dealer’s content is housed.

Fulfillment Work Done Link

Located: Dealer Account, then click Fulfillment Work Done

This is the place where Content Writers will go to find the given Work Done task to paste their completed Google Doc Link.

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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