Retailer Portal Training

2 Getting Started Accounts & Contacts Marketing Resources Managing Leads Help & Support Overview

3 > Create a Salesforce.com Shortcut Go to:  File  Send  Shortcut to Desktop Add to Favorites Getting Started: Accessing SalesForce

4 Passwords must be at least 5 alpha and/or numeric characters and are case sensitive Remember to check the “Remember me” icon Passwords never expire Getting Started: Login/Password Rules

5 Record Search Counter Partners Redemption Surfaces Website Marketing Resources Leads Retailer Toolkit Getting Started: Home Page Components Accounts

6 A Lead is a prospect that has expressed an interest in DuPont Products An Account is your Retailer or Retailer- Fabricator record that stores information such as your address and phone number A Contact is an individual associated with your account Gives access to national advertising, customizable materials, advice from DuPont experts, documents and photography Contains documents such as Retailer & PR newsletters, surfaces comparison table and the counter partners redemption form Getting Started: Understanding Key Terminology

7 What Can I See? 1.Home 2.Marketing Resources 3.My Account (includes CPP and showroom display info) 4.My Leads 5.My Contacts 6.My Registrations (Fab only) 7.Documents What Can I Edit? Any Record I own or have been granted permission to edit (e.g. my Account Record, my contact record, my lead records and my registrations (Fab only) Summary: What can I see & edit?

8 Selecting All Accounts from the View menu will Place your Account record on the Account home page permanently Accessing your Account Profile

9 Counter Partner Points

10 Showroom Displays Scroll down on your Account Profile page to access info about Showroom Displays

11 Selecting All Contacts from the View menu will Place your Contact records on the Contact home page permanently Accessing your Contacts

12 Accessing Marketing Resources Click here Log on to SalesForce.com and click on Marketing Resources Tab

13 Marketing Resources: Key Components Countertops Materials Communicate with DuPont Promotional Material including National Advertising Counter Partner Materials 100+ Photographs Documents such as Counter Partner Redemption Form, Displays and Literature available for order etc

14 Marketing Resources: Ask the Expert To read a topic, click on it To search topics, click here To access saved favorite topics, click here

15 Marketing Resources: Downloading files

16 Marketing Resources: Customizing Materials

17 Marketing Resources: Photo Gallery

18 Marketing Resources: Video Clips

19 Marketing Resources: Document Gallery

20 Once you have located a Lead on the Leads home page, click the Lead name to display detailed information Managing Leads - Lead Detail

21 Make sure to update the Lead Status as you work to win their business Managing Leads – Lead Status

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23 Help & Support For issues/concerns, please contact the Retailer Channel Office: To share feedback, please use Ask the Expert in Marketing Resources and share your comments under the topic “Please rate the Retailer Portal” Please Note: There will be a separate training available for fabricators who are new to entering warranty registrations Additional training, once you have had the opportunity to explore the retailer portal, will also be available at the following times: Every Thursday, beginning November 1 through 30, from 2-3 pm (EST) Every Tuesday, starting Nov 6 through 30, pm (EST)