Phase 4 Start
ALL SUBSCRIPTIONS EXCEPT Source Reports: 🚀 When the Project Status changes to Integration Complete / Processing 1st Month, Rocketlane automations import the Phase 4 All Subscriptions (Integration Complete) template.
Source Reports: 🚀 When the Monthly Processing Status [project field; syncs with Source Reports Properties board Monthly Processing Status] changes to Verify Prod + Create Login, Rocketlane automations import the Phase 4 All Subscriptions (Integration Complete) template.
The reason this is different than MTSA Pro/Pro+ is because we have had many Source Reports dealers who are Collect and never turned in their first month's data. We should not be creating a login or Provisioning the property(s) until the first month's data is complete and ready for the dealer.
Login [Phase] - PRO & Source Reports
Create Login - PRO and Source Reports
Engineering to automate eventually
Assigned to the CSL placeholder (for Source Reports, the CSL is Ops Team).
Starer/Basic - This should be done when the dealer's first month data is processed and the
- For now, Users are created manually by CS Specialist in the DMUI.
- Source Reports - Only one user allowed per property
- Pro/Pro+/Enterprise - Unlimited users are allowed
- See Dashboard Users.
- Starer/Basic -
Provisioning [Phase] - Source Reports Only
Provisioning
Assigned to Ops Team
Provisioning is a process in the DMUI that assigns Sources to Properties. This allows the dealer to see the specific Source pages for each Property in the Source Reports navigation section in the Dashboard.
- In the DMUI, go to Tools → Provisioning
- Click Add a Report button in the top right.
- Select the Property
- Search for the Source and click Add.
Each source must be added as a new row/"Report". Do not add multiple sources under one property. - Set the Rocketlane task to Completed.
Provisioning Sources - Special Rules
For any dealers with a source of AutoTrader, also add KBB when Provisioning. And vice-versa. They get both for the same price (or free) per a deal we made with Cox.
For any dealers with a source of Facebook/Instagram, select all of the following: Facebook (Paid), Facebook (Organic), Instagram (Organic)
If source = Paid Search, provision for Google (Paid)
How To Provision in the DMUI (Video)
Sale Count Verification [Phase]
CSL Accounting Survey - PRO ONLY
Assigned to CSL
The survey template that this task is based on is found here: CSL Accounting Survey
Follow the process outlined here: Verifying Sales Counts
If there is a discrepancy:
- See Researching Sale Count Discrepancies
- If needed, you can provide the dealer with this customer-facing article: Why don't my Sales counts match the Clarivoy Dashboard?
Third Party Agreement [Phase] - PRO Only
Create 3rd Party Advisor
Task is assigned to CSL
If this is not applicable, delete this task.
- If the dealer has a third party adviser/consultant, complete the agreement using the Monday board Third Party Advisor Request
- Follow the steps outlined here: Dashboard Login for Agencies and Third Party Advisors