Sales Processes
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      Requesting Price Sheet Additions or Removals

      Purpose: This article explains the process for Sales Reps to Request Additions OR Removals of Dealer Access to the Price Sheet Article. All requests must be submitted via a standardized email templates send to our Sales Analyst

      Key Topics:

      🧾 When to Use this Process:

      Use this process when you need to:

      • Give a dealer access to the Price Sheet List
      • Remove a dealer's access to the Price Sheet List

      📬 Who to Contact:

      All requests must be submitted to: 

      ✍️ Email Request Template:

      There is a premade template within HubSpot for Sales Team members to use to send to Lugo giving a guide of the required information to add into the email.

      View the provided Email Template Titled: 

      Required Contact Details to Include:

      • First Name
      • Email Address
      • Link to HubSpot Contact Record

      ✅ Once Lugo Confirms:

      ➕Addition

      • The System will handle sending the registration email once Lugo enables access!
      • The customer will receive an email from you with a heads up of information so you don't need to manually reach out - unless they have issues with logging in

      ➖Removal

      • The dealer will no longe be able to view the Price Sheet article
      • No notification is sent to the dealer automatically - inform them if needed