Tools to help you master your
Relay Business Development experience

Please read these steps before reporting an issue:

Escalation helps you make sure the right people are alerted at the right time.

• Make sure your issue is truly hindering your work before reporting an issue
• You can report as many issues as possible but they will be reviewed and responded based on the severity of the issue
• Team will resolve the issue at the earliest but might take from few minutes to 72 hours to respond back.

First Name

Last Name

Email ID

Phone Number

Message

• Use this link https://login.salesforce.com/?ec=302&startURL=%2Fhome%2Fhome.jsp
• Change “Lightening” view to “Classic” view
• As the training info shows… I want to highlight the importance of entering your clients’ info in the “Leads” tab of SF …see below snapshot … after clicking on the “Leads” tab, click on the “New” button under the “Recent Leads” section.
• Everything starts with “Leads” and once the client info is entered in “Leads” the client will automatically move to “Opportunities” once you complete the predefined tasks in the “Leads” section for each client … and then the clients under “Opportunities” automatically move to “Accounts” once the predefined tasks are completed in the “Opportunities” section.
• When inserting a lead for the first time, select status as “New”. Update the lead status to differentiate your progress of your leads.
• View Open Activities; On Home Tab , Locate My Tasks section
• Use available filters to view activities for selected criteria

• EMAIL 1 - RELAY intro/request meeting (email from contact company/etc. to use when sending to their contacts)
• EMAIL 2 - RELAY intro/request meeting (email from Srini/other after someone has been introduced)
• EMAIL 3 - RELAY intro/request meeting (cold-call email)
• EMAIL 4 – reminder about scheduled demo/meeting (and note the org should send out to their employees prior to demo)
• EMAIL 5 – follow-up email a few days after the demo/meeting
• EMAIL 6 – follow-up email asking for a larger demo audience
• Relay playbook back up template
• RELAY Overview to be customized

• Please use the following link to log in and enter your mileage for approval:
  • https://sso.searshc.com/auth.php?p=ccr
• Instructions to create an expense report:
  • Log in with your enterprise id and password
  • Click on 'Expense' tab on the top
  • Click on 'Create New Report'
  • Enter Report Name as 'Month Name'
  • Enter Report Date as 'Date for the end of the month'
  • Enter Business Purpose:"yes" and then Click next
  • Search 'Personal Car Mileage' on the Expense type and click on it
  • Fill the fields as follows: Enter transaction date as the day for the miles you are entering; Purpose of the Trip: Relay order; From Location: ; To Location: ; Distance: ; Amount: <(Miles)*(0.34)> And then click on Save
  • Repeat the same for next day in the same expense report from step 7.
  • At the end of each month please submit the expense report for approval. Please be aware that you can only submit one expense report per month