How to Process the Report:

Bruce Anderson sends a report at the beginning of every month. This report includes updates within the FDs in Pennsylvania. Below you will find a step-by-step process of how to handle the report. 

• Open up the Bruce W. Anderson Google Drive Folder 

• Open up the folder with the current year

• Open Bruce's email

• Add the document to the Google Drive Folder

• Open up the Document and rename it with the following naming convention: Month Year Bruce Anderson Report

• Pull up a prior Bruce Anderson Report and copy and paste the Color Code to the new document

  • Blue = Informative 

  • Red = Purchasing Lead

  • Green = Sales Lead

  • Purple = Service Lead

• Review the report:

  • Look for any leads 

  • Color code them

  • Look them up in SalesForce

    • Add any new leads in the system

    • Add a TQ/DC for Bruce Anderson

      • Company name: Bruce Anderson

      • Person: Bruce Anderson

  • Once the report has been fully reviewed, send out the edited document to the Purchasing team, Billy Claunch, and James Wessel.