Template Setup

Download a copy of the PDF template here

https://drive.google.com/file/d/1c2bo2AHk4Rw12KsgOT932ZtO87ptXGyT/view

Click "Fill and Sign" at the top right of the window to edit the PDF

Open the checklist and update the dealership name, location, and start date

Scroll to the bottom of the checklist and update the account manager info

Save the template and name it "(Dealership) MA Setup Checklist"

Using the Checklist

Open the checklist and check off boxes as setup tasks are completed

Sharing with Clients

Click the "Share" Button in the top right corner of the screen

If you need to sign into an account, Use the Marketing Automation login found in the login sheet here

https://docs.google.com/spreadsheets/d/1wiNmCOnu0nJOQYaoNKF2WMYWYVDXFUkBjvX9IuWUmoI/edit#gid=0

Select "Get Link" and then "Create Link"

Copy the link and send it to your client in an email a couple times each week or after a big update has happened like creating workflows or setting up the lead score algorithm.

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