2. ContactVMR sends out Welcome Call email (CC SALES) VMR sends recap email (Client, cc Ford & Sales as applicable) 24/48 Contract saved to ct_bz shared drive (DA Contracts folder) VMR performs Discovery VMR closes case INITIAL PROJECT (Set Up) VMR contacts client to schedule welcome Call Salesforce case created for VMR assignment WELCOME CALL 24/48 Initial Project Creation Successful? Yes Successful? VMR DA New Contract Comments to be appended and dated (not replaced) No No VMR logs each call attempt (Contract) VMR changes Status to Deferred (w/ Comments) Due Date: New Call Date or one week (when dt not rescheduled)
6. ‘Initial Project Creation’ (B) Initial Project Creation B Analyst updates element stage(s) to Live or Flighted* VMR sends creative, etc to client VMR updates element stage to Dealer Approved* VMR updates applicable element stages to “Awaiting Approval” VMR attaches dealer approval for each element to project Project auto-updates to Complete Approved? Yes Analyst receives automated email alerting them of Approval* VMR and Analyst receive auto-update of Completed status No VMR updates Project for changes (Comments) Analyst flights campaign VMR creates first recurring campaign?? (Can SF auto-generate?)* VMR updates element stage to Processing Request Changes Recurring Project B1