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Checklist


Step by Step Checklist

Open links that are available in Zoho
Fix account name (if applicable)
Find and add all social media links available
Add followers/following of each of the social medias found
Confirm correct AoF
Add position if applicable
Select Account Type
Evaluate Website and select Website Grade
Add improvements if applicable
Select Creates Content Yes/No
Select Has Digital Offering Yes/No
If yes, add details of the digital offering
Select Their Customer
Evaluate org grade and select A/B/C
Check Community Leader if applicable
If applicable, add relevant notes, associate any associated accounts identified
Add location (city, state, country)

Press pass segmentation
Add Segmentor name + double check info + save

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