Explore

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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