How to On Board a Redline Agent

If you want to add a new dealer as a Redline Agent, follow these steps.

  1. Map out the zip codes in our mapping software
  2. Create a folder for them under the ‘Redline Data (R:)’ Drive in the network.
    -Select the drive, then go to “Redline” then “Orders- In” Then create a new folder with the dealers name.
    -In this folder, you will upload the zip codes and mapping software Data. This folder is later used for invoicing so make sure you are creating a separate folder for all the territory info. 
  3. Go to Infusionsoft and make sure that they have submitted their Resale Certificate, Insurance Form, and ACH form. It is really important that this information gets submitted before you enter them in the system. We cannot sell to them if we are missing these forms. 
    -Once you have these forms, make copies and store them in the “office folder” for future reference. You will also want to add these files to the folder you just created.
  4. In infusionsoft, make sure that they have paid for training ($250) as well as the key deposit ($350).
  5. If you need to charge them for the key deposit because they have not paid yet, do the following:
    Charge for RDS key software subscription
    • In infusionsoft under orders go to recent orders and search for the word “Software”. The option Redline Design Software RDS design key. 
    • Choose payment type (depends what CC they want charged).
    • Make sure Merchant Acct says “infusionsoft payments”
    • Save all. After, another page should pop-up. Make sure you are sending the dealer an invoice.
  6.  Once you have the zip codes, add the dealer to the Redline Dealer App
  • Go to the website DealerApp here
  • Once you are logged in, click on the word “Dealers” that is on the left side of the screen. Then click “Add New”
  • Fill out the fields with the information the client sent us on Infusion.
    For the field that says Tag IDs put in the numbers 563 if the client has a showroom or put in 565 if the client does not have a showroom. 
  • After the information is all filled out, you need to add the corresponding zip codes on his profile on the same website.
  • Under “Add CSV file for Zip codes” You will want to upload the CSV file that you created with the dealers zip codes.
  • Once you attach the file, you will then click “Add Dealer” This automatically creates the dealer in the database and assigns the zip codes to them.
  • Find the agent you just added to the system to make sure it was added correctly.

6. Freight Quote 
– Bill reaches out to Dale to get a freight rate that will be used on all future shipments.

7.  Create a page for the new dealer

  • Notify Josh and his team that a new dealer has been onboarded so they can add them to the Redline search locator. Send him an email to support@mgdmgroup.com

9. Charge for software lease

  • In infusionsoft under orders go to subscription and click add subscription
  • Choose payment type (depends what CC they want charged).
  • Under subscription plan choose “Redline Software lease” next to the box click month
  • First bill date will be a month from the day you are creating the subscription. This subscription has to start BEFORE the 22nd of any month.
  • Check the box all the way at the bottom where it says “Email the invoice to the customer upon successful payment”
  • Save

After you these steps you are all done.

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