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Secret Shop/ Call Rail Report

Assigned to
Vania J, Medstar Vania J.

Comments & Events

Hector Mota, Operations Manager at Medstar
Vania J, Medstar Vania I believe we have never secret shopped this client. 
Let's do this on Monday if we can please. 
Thank you. 
Vania J, Medstar 👌
Vania J, Medstar
Secret shop BC post

Date: 1.19.21
Time: 10:25 am PST
Name - Maxine Jennings
Phone - 7025129976

Message - double-chin

Verified.

Notes:
-Confirmation page routed me to a scheduling page for my free consultation. I did not schedule an actual appt though.

- Isaac Klausnser, Medstar Isaac leadsheet times seem to be in EST but they are located in Oregon, PST?
Hector Mota, Operations Manager at Medstar
Hello Vania J, Medstar Vania  
How are you?
Good afternoon. 
Well done. 
I meant to suggest to you that please use forward slashes when imputing the dates on the sheet or here. 
When you use 01/19/21 format, I can easily edit the date, add multiple ones on the same column. Not so when they are separated by dots. 01.19.21 = Excell won't read that. 
Thank you. 
Vania J, Medstar
Hector Mota, Operations Manager at Medstar Hector okie dokie Amy Van Deusen Amy  slashes not dots lol
whitney.zelig@gmail.com, Medstar
well i learned something today about excel sheets
Hector Mota, Operations Manager at Medstar
Yes, Whitney. 
If you hover over the date with your mouse in fwd slashes format 01/19/21 
the calendar will show up. 
You can then edit the date, month, and everything from there. It's a super cool feature. Same on Google docs, and Word. 
whitney.zelig@gmail.com, Medstar 📈✅😎
Isaac Klausnser, Medstar
Vania J, Medstar Vania - UPDATED
Hector Mota, Operations Manager at Medstar
Amy Van Deusen Amy  
This looks great, thank you..
I see you guys are pushing the Highlevel at every chance - :) 
Did you guys inform Chris about this? There are some cases, he likes to send the reports to the client directly. 
This happens if he is having a call with them which he uses the SShop as emphasis. 
Please find out first or allow me to do so before sending it out. 
Lastly, CC him and Whitney as well on all Secret shops reports you send out. 
Thank you. 
Vania J, Medstar
Hector Mota, Operations Manager at Medstar Hector  ok! Do you mind asking him? I know thee two of you communicate more frequently throughout the day. thank you!
Hector Mota, Operations Manager at Medstar
Vania J, Medstar Vania and Amy Van Deusen Amy  
Good morning. 
I will send this report out from the support inbox today. 
I will CC you both so you can see how Chris may respond. 
Vania J, Medstar youre amazing!
Vania J, Medstar
wait...sooooo....can I close this? lol
Hector Mota, Operations Manager at Medstar
Vania J, Medstar Vania  I will give you the honor to close it out... 
Thank you..
Vania J, Medstar ❤️❤️❤️
Vania J, Medstar
Vania J completed this to-do.