This guide covers the process of filling out the Dealer Info template.
Template Section | What It Is |
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Name | This is the exact spelling from the client regarding how they want their dealership name written. Located: Question 1 of Intake |
Physical Location(s) | 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). Located: Dealer’s Account In Salesforce, Address Information, Physical Address section. |
Target Location - Primary | 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. Located: Question 7 of Intake |
Target Location - Secondary | Additional target location(s) to include in content. Be sure to write out the city and state. Located: Question 7 of Intake |
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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