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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,                    approval to                                     launch of
                                                                                              ask CMs
 Creative, 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
Workflow
HIRING SOLUTIONS MEDIA CAMPAIGNS
Workflow
Workflow
Workflow
Workflow
Workflow
Create
Submit Media
 Opportunity       Generate
 and Submit
  Request         Order Form
Media Request




   Confirm
  Targeting,
 Creative, etc.




 Inventory         Inventory
  Checked          Approved


                               Workflow
Create
 Opportunity      Generate
                              Close Deal
 and Submit      Order Form
Media Request


                                           When 100% complete, sent to OM




   Confirm
 Targeting, Cr
  eative, etc.




 Inventory        Inventory
  Checked         Approved


                                                                 Workflow
Create
Submit Media
 Opportunity       Generate
                                Close Deal
 and Submit
  Request         Order Form
Media Request




                               OM Approval
                                for Entry




   Confirm
  Targeting,
 Creative, etc.




 Inventory         Inventory
  Checked          Approved


                                             Workflow
Create
 Opportunity       Generate
                                Close Deal
 and Submit       Order Form
Media Request




                               OM Approval
                                for Entry




   Confirm
  Targeting,
 Creative, etc.




 Inventory         Inventory
  Checked          Approved


                                             Workflow
Create
 Opportunity       Generate
                                Close Deal
 and Submit       Order Form
Media Request




                               OM Approval
                                for Entry




   Confirm
  Targeting,
 Creative, etc.




 Inventory            These need to be entered within 3 days
                   Inventory
  Checked          Approved
                           for the Finance Department
                                                               Workflow
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
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
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
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
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
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, Cr                approval to
  eative, etc.                  launch

                                             Salesforce
                                             sends email




 Inventory        Inventory     DSM Entry
  Checked         Approved     (1st approval)


                                                                           Workflow
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
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
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
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
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

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Hiring Solutions Workflow

  • 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, approval to launch of ask CMs Creative, 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
  • 8. Create Submit Media Opportunity Generate and Submit Request Order Form Media Request Confirm Targeting, Creative, 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, Cr eative, 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, Creative, etc. Inventory Inventory Checked Approved Workflow
  • 11. Create Opportunity Generate Close Deal and Submit Order Form Media Request OM Approval for Entry Confirm Targeting, Creative, etc. Inventory Inventory Checked Approved Workflow
  • 12. Create Opportunity Generate Close Deal and Submit Order Form Media Request OM Approval for Entry Confirm Targeting, Creative, 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, Cr approval to eative, 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, approval to Creative, 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, Cr approval to eative, 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, 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
  • 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, 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
  • 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