Adding New Company/Contact into AdOrbit

Table of Contents 

1. Link to Main Section 1

2. Link to Main Section 2 

3. Additional Instructions

4. Other Details

Overview of the SOP - This document is intended to be used as a template that can guide future SOP creation or for quick edit and use on new SOPs.

Resources {Heading 1}

Main Section 1 {Heading 1} - [This is a simplified set of instructions for the SOP.  Helpful to reference when someone is already familiar with the details but just need a reminder.]

Main Section 2 {Heading 1} - [This is a more detailed set of instructions dedicated to the SOP.  These directions should show and walk an employee through a process with little to no previous experience.]

1. Describe step by step flow of completing the task. 

1. Include sub steps / links / passwords to help get started. 

2. Be sure to include images/descriptions that guide through every minor step.  Remember this needs to be shown as if someone has had no experience with the process before.

1. Continued to add sub steps

1. And add sub steps to sub steps. 

2. List out buttons/icons that should be pressed like “click [Enter] then click on [Select] to get to the next screen.”

3. Continue with instructions

4. Continue with instructions

Additional Instructions {Heading 1} - If there are other topics or processes pertinent to the SOP,  include them here. 

1. EX - Send an email from mailchimp using X Template

1. EX - In mailchimp, click [Here] then follow on screen instructions. Etc.

2. EX - Schedule email

2. Secondary step.

Other Details {Heading 1} - Include other reminders, fyi’s for the SOP

• Import Dates

• Description of the SOP along with created / updated dates and names of the creators for reference purposes. (nice to know who to reach out to if needed.)