Update Respond to a "Contact us" submission (#22890)

fleetdm · Oct 12, 2024 · 74f1509 · 74f1509
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commit 74f1509
Showing 1 changed file with 2 additions and 5 deletions.
diff --git a/handbook/digital-experience/README.md b/handbook/digital-experience/README.md
@@ -778,12 +778,9 @@ Fleet has several brand fronts that need to be updated from time to time. Check
 
 1. Check the [_from-prospective-customers](https://fleetdm.slack.com/archives/C01HE9GQW6B) Slack channel for "Contact us" submissions. 
 2. Mark submission as seen with the "👀" emoji.
-3. Within 4 business hours, use the [best practices template (private Google doc)](https://docs.google.com/document/d/1D02k0tc5v-sEJ4uahAouuqnvZ6phxA_gP-IqmkBdMTE/edit) to respond to general asks.
+3. Within 4 business hours, use the [_from-prospective-customers workflow (private Google doc)](https://docs.google.com/document/d/1D02k0tc5v-sEJ4uahAouuqnvZ6phxA_gP-IqmkBdMTE/edit) to respond to general asks. Follow the "High-level workflow" to understand how to respond and who to loop into the conversation. 
 4. Answer any technical questions to the best of your ability. If you are unable to answer a technical/product question, ask a Solutions Consultant in `#help-solutions-consulting`. If an SC is unavailable, post in `#g-mdm`or `#g-endpoint-ops`and notify @on-call.
-5. log in to [Salesforce](https://fleetdm.lightning.force.com/lightning/o/Lead/list?filterName=00B4x00000DtaRDEAZ) and search the lead list by first name and match the corresponding email to find the right lead.
-6. Enrich each lead with company information and buying situation.
-7. If a lead is completed or out of ICP, update the lead status in Salesforce to "Closed" or "Disqualified". If within ICP at-mention the [Head of Digital Experience](https://fleetdm.com/handbook/digital-experience#team) in the [#g-digital-experience](https://fleetdm.slack.com/archives/C058S8PFSK0) Slack channel and move lead to their name in SFDC.
-8. Mark the Slack message as complete with the "✅" emoji.
+5. Mark the Slack message as complete with the "✅" emoji.
 
 > For any support-related questions, forward the submission to [Fleet's support team](https://docs.google.com/document/d/1tE-NpNfw1icmU2MjYuBRib0VWBPVAdmq4NiCrpuI0F0/edit#heading=h.wqalwz1je6rq).