1. Create RM informs
client of Reporting
Opportunity Generate
Close Deal launched Requested
and Submit Order Form
Media Request product
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
AMs pull
Confirm AMs give communicate
reporting or
Targeting, Cr approval to launch of
ask CMs
eative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in Pull
Checked Approved (1st approval) launch DFP Reporting
Workflow
campaign

2. Workflow
HIRING SOLUTIONS MEDIA CAMPAIGNS

3. Workflow

4. Workflow

5. Workflow

6. Workflow

7. Workflow

8. Create
Submit Media
Opportunity Generate
and Submit
Request Order Form
Media Request
Confirm
Targeting, Cr
eative, etc.
Inventory Inventory
Checked Approved
Workflow

9. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
When 100% complete, sent to OM
Confirm
Targeting,
Creative, etc.
Inventory Inventory
Checked Approved
Workflow

10. Create
Submit Media
Opportunity Generate
Close Deal
and Submit
Request Order Form
Media Request
OM Approval
for Entry
Confirm
Targeting, Cr
eative, etc.
Inventory Inventory
Checked Approved
Workflow

11. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Confirm
Targeting, Cr
eative, etc.
Inventory Inventory
Checked Approved
Workflow

12. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Confirm
Targeting, Cr
eative, etc.
Inventory These need to be entered within 3 days
Inventory
Checked Approved
for the Finance Department
Workflow

13. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm
Targeting,
Creative, etc.
Inventory Inventory
Checked Approved
Workflow

14. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm
Targeting, Cr
eative, etc.
Inventory Inventory
Checked Approved
Workflow

15. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm
Targeting,
Creative, etc.
Inventory Inventory
Checked Approved
Workflow

16. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm AMs give
Targeting, approval to
Creative, etc. launch
Inventory Inventory DSM Entry
Checked Approved (1st approval)
Workflow

17. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm AMs give
Targeting, Cr approval to
eative, etc. launch
Inventory Inventory DSM Entry
Checked Approved (1st approval)
Workflow

18. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
Confirm AMs give
Targeting, approval to
Creative, etc. launch
Salesforce
sends email
Inventory Inventory DSM Entry
Checked Approved (1st approval)
Workflow

19. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
Confirm AMs give
Targeting, approval to
Creative, etc. launch
Salesforce
sends email
Inventory Inventory DSM Entry
Checked Approved (1st approval)
Workflow

20. Create RM and
Opportunity Generate Client
Close Deal
and Submit Order Form informed
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
Confirm AMs give communicate
Targeting, approval to launch of
Creative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in
Checked Approved (1st approval) launch DFP
Workflow
campaign

21. Create RM and
Opportunity Generate Client
Close Deal
and Submit Order Form informed
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
Confirm AMs give communicate
Targeting, Cr approval to launch of
eative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in
Checked Approved (1st approval) launch DFP
Workflow
campaign

22. Create RM and
Opportunity Generate Client
Close Deal
and Submit Order Form informed
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
Confirm AMs give communicate
Targeting, Cr approval to launch of
eative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in
Checked Approved (1st approval) launch DFP
Workflow
campaign

23. Create RM informs
client of Reporting
Opportunity Generate
Close Deal launched Requested
and Submit Order Form
Media Request product
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
AMs pull
Confirm AMs give communicate
reporting or
Targeting, Cr approval to launch of
ask CMs
eative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in Pull
Checked Approved (1st approval) launch DFP Reporting
Workflow
campaign