California Dealer Resources
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Lead Process
Marvin's Lead-to-Quote process gives you ownership of your leads and connects you with potential customers. Learn more about our lead process, from receiving to quoting:
Lead-to-Quote FAQ Sheet
Provides an overview of how leads are sent, accepted or declined, and quoted in OMS.
Lead-to-Quote-Reference Guide
Offers detailed information and instructions.
Begin the Lead-to-Quote Process
Marvin Learning course covering the lead process and its benefits.
Assigning Leads in OMS
Marvin Learning course with instructions for assigning leads.
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Learn about the Marvin systems and associated notifications that make up the full logistics experience.
Marvin Order Communications Overview
Marvin Order Management System (OMS) Notifications:
Order Confirmation
Week of Delivery
Order Shipment
Week of Delivery Change
Delivery Discrepancy
Requesting Jobsite Delivery
Delivery Considerations Reference Guide
Business Documents:
Order Acknowledgment
Week of Delivery Summary
Shipping Change Summary
Shipping Notification: Final
Shipping Order
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Market Marvin to your local audience using the following materials.
Marvin Marketing Express - Newly Updated!
Marvin Brand Guidelines - Newly Updated!
Messaging Playbook
Online Display Guide
Inspired by Marvin Blog
Marvin Merchandise - Newly Updated!
Customer Service
Reviewing a customer's concern will often require a site visit to assess and document the situation.
Use these resources to determine next steps:
Warranty Information
Provides details for each of the Marvin collections, along with instructions and information necessary to process a claim.
OMS eService Video
An overview of how to enter a service request, order replacement parts or request assistance from a member of Marvin's professional service team.
eService Reference Guide
Instructions on how to order parts for a service directly from OMS.
Locating Orders Placed Prior to 2024 Reference Guide
Instructions on how to search for past orders in MOS.
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A few important resources related to invoices, credit, and payment:
Accounting Updates
Details on payment terms, the collection policy, invoice errors, and more. View Recent Updates
Invoice Reference Guide
An overview of the information on a Marvin invoice, and details about how and when you will receive them. View Guide
Credit Memo Reference Guide
An overview of the information on a Marvin credit memo, and details about how and when you will receive them. View Guide
Meet the Team
Territory Managers
Business Development & Architectural Project Managers
Regional Marketing Managers
Sales Leadership
Logistics Support
Accounting Support
Sales, Technical & Service Support
Service Technicians
From Our Partners
Hear from dealers who have experienced the transition from distribution to a direct partnership with Marvin.
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