New Sales

When a new sale occurs for Digital Marketing, a task will appear on the DigMS Order Onboarding list.

All new sales, regardless of website status (live, not live, transferring from a different business unit) will be entered onto the planners as they come in so that the First Month Task process can begin.

The SEO Operations Specialist will enter information on the respective planner.
DS Digital Marketing Monthly Planner
ARI Digital Marketing Monthly Planner

Required information

The account number can be found by clicking into the task, then into the Account.

Step 1: Click into the account on the Task screen.

Step 2: The Customer ID is displayed on the left column.

The Account Name can be found on the Task screen on the right hand column.

Find out what product was sold by clicking into Task and reading the notes. If more information is needed, click Regarding order in the Task.

The approximate Contracted Start Date will be provided in the Billing Notes for the Order. However, if the Sales team has not provided this date, the Contracted Start Date for the project service can be found under the Digital Marketing Project > Project Services.

The respective Digital Marketing team lead is responsible for checking the planner for new sales and assigning the appropriate rep in Column D (Rep), as well as assign the rep in the CRM per instructions found here: https://arinet.atlassian.net/l/cp/bHg2imkq.

Once the SEO Operations Specialist has entered information for the sale, they will mark the item on the DigMS Order Onboarding List as Complete by doing the following:

Put a checkmark to the left of the item in the row.
Click Mark Complete on the top row.