Phase 3 Start

Starter/Basic: 🚀 The Phase 3 - All Subscriptions - Confirm LFI template is imported when the Discovery Survey task (part of Phase 1 template) is completed (via automation in Phase 1 template on the Dealer Discovery survey task).

Pro/Pro+/Canada: 🚀 The Phase 3 - All Subscriptions - Confirm LFI template is imported when the Discovery Survey task (part of Phase 1 template) is completed (via automation in Phase 1 template on the Tag Live task).

Confirm LFI [Phase]

Confirm LFI - PRO AND STARTER

Assigned to Project Manager

This should be completed 14 days after Confirm DMUI task is completed, to allow time for LFI to be collected.

1. Use the link in the Rocketlane task to view web traffic.
   1. Alt manual process: Check Looker Leads QA 2 board for Clarivoy Web Leads
      1. Set Client Name and/or Property Name
      2. Set Start Date = Last 90 Days (NOT last X complete months)
      3. Set Lead Data Supplier = Clarivoy
2. If no leads exist:
   1. Verify that:
      1. The tag is on the website
      2. The domain is entered on the correct Property in the DMUI
      3. The RL project has the correct Property ID
      4. The dealer has at least 1 form on their website where customers can enter contact information.
      5. If the dealer does not have any contact forms on their website, we are unable to collect LFI. If this is the case, tag the CSL to notify them and set the task status to Skip. 
   2. If the above are correct, wait another week then check again. Sometimes it takes a while for LFI leads to show up, especially if it is a lower volume rooftop.
   3. If no leads exist after another week, tag the CSL in the updates and let them know. Set the task status to Skip.
   4. If the CSL desires further investigation, they need to open a ticket on the Tickets board.
3. If leads exist, set Task to Completed.