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20000068550
SOP - Accounts Created Yesterday Report
Two SOP documents attached
1. Process of Merging Duplicate Prospect Accounts - this covers ch
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20000068551
SOP - Manual Update of Prospect to a Master or Sub Account (via a ticket request)
Manual update of accounts is required for any of these reasons
Integration didn't run - Rep nee
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20000069683
Location Extension set up for Experlogix Prep Branch and Ship From Branch
Every Site or Location has an associated Location Extension in CRM
This is where we can ident
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20000070772
SOP - Update Territory Rep Assignment - Admin & Manager
Sales Manager Security Role has been updated so Managers can update their own Rep Assignment on Terr
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20000095359
SOP - RSS Scheduled Report - Adding a new Entity Option
See attached
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20000095377
SOP - Managing CRM licenses in Fresh Desk
See attached SOP
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20000097769
Click Dimensions - Website Form Changes
Forms on the LM.com, LS.com and LC.com sites are generated through click dimensions. There is embed
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20000098917
Lead - Status Change Workflow update for "In House Mechanic" Venturis CRM
Leads disqualified to "In House Mechanic" Status reason and Source Campaign owner = Leavitt Machiner