Altman Aesthetic Center Med Spa - www.altmanspa.com - Katharine

Micro Website Development * Website Development & Design * Digital Marketing Set Up * Digital Marketing Monthly Management Service * Digital Marketing Monthly Management Service * (2 locations)

βœ” set up lead sheet

Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Notes
isaac usually performs this task or starts it and gives it to jonnamae

New: Make sure we lock the columns that are coded in - to prevent client from deleting or editing

Comments & Events

Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector  

Make sure we lock the columns that are coded in - to prevent client from deleting or editing

To confirm you take care of this on your end right? It can only be done after we have added client emails to the sheet. Please let me know. Thank you.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac
Good day to you.
I do not do that since those notes were added on there by Ivonne Ackerman, Medstar Ivonne I believe as I saw that on the new template when I create client's spreadsheets. 
Ivonne can you please confirm what you mean by this. 
Ivonne Ackerman, Medstar
Alyssa Workman, Medstar Alyssa  can you please explain the above? You added this right?
Alyssa Workman, Medstar
Ivonne Ackerman, Medstar Ivonne Hector Mota, Operations Manager at Medstar Hector Isaac Klausnser, Medstar Isaac no, I did not add that note. I don’t know who did, but I understand Isaac usually does that?

Nicol Razon, Medstar Nicol   or Jessica Marino, Digital Marketing Coordinator at Medstar Jessica is this New note in the task notes something Whitney or Vania asked to be added to this task?  Did this get missed recently? Or have any insight? 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - OK. Will you be able to take care of it on your end for this sheet and moving forward?
Jessica Marino, Digital Marketing Coordinator at Medstar
Alyssa Workman, Medstar Alyssa  this is new to me..I apologize, I wish I had more info!
Hector Mota, Operations Manager at Medstar
I will take care of this moving fwd Isaac. Thank you... 

The BC3 Ghost of Templates tasks strikes again.... :)
Nicol Razon, Medstar
Alyssa Workman, Medstar Alyssa Hector Mota, Operations Manager at Medstar Hector  - I don't know who added the comment but it is a sentiment Whitney has expressed multiple times
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector  fyi ^
Alyssa Workman, Medstar
Per Isaac's instructions, we added a new tab to the Altman Leadsheet so the client could have them all in one place for easier management. This is why the change. 
Ivonne Ackerman, Medstar correct
Hector Mota, Operations Manager at Medstar
Thank you. I will take care of the rest. 
Alyssa Workman, Medstar Thank you !
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Hector Mota, Operations Manager at Medstar
Hector Mota re-opened this to-do.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac Gerlie Hazel Isubal, Medstar Gerlie  
I have a new email victoria@altmanspa.com for this client which needs to be added to the forms. 
Can you please take care of it when you get a chance?
Thank you. 
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector all new requests should be happening in ClickUp, not opening archived tasks in Basecamp. Please schedule with Jazzy Moore Jazzy  and Ivonne Ackerman, Medstar Ivonne to review ClickUp. We have asked that all team members work from ClickUp.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa Jazzy Moore Jazzy  - I am unable to find this task under my assignments in clickup. Can you please help transferring this?
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa Jazzy Moore Jazzy - After transferring. Please assign this to Charmae. I have already notified her on Slack regarding this.
Ivonne Ackerman, Medstar yes
Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac I wasn't able to get to transferring the task yet.  I see the email in all lead forms, I was about to do it myself to avoid transferring. Looks like Charmae already took care of this request.

Ivonne Ackerman, Medstar Ivonne I am going to close this out. No futher action needed.  
Ivonne Ackerman, Medstar thank u!
Isaac Klausnser, Medstar πŸ‘
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.
Hector Mota, Operations Manager at Medstar
Hector Mota re-opened this to-do.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac Alyssa Workman, Medstar Alyssa  
Do we have this email - floria@altmanspa.com - added to any of the forms?
It is coming back as undeliverable.
After communicating with the client, I found out that the email is incorrect.
The correct one is floria@altmanaesthetics.com

Can you please updated accordingly?

Thank you. 
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector we didn't have this email on any of the forms. I added it to the forms and I will check popup settings.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa  - Thank you, Alyssa. Let me know if you need any help.
Hector Mota, Operations Manager at Medstar
Alyssa Workman, Medstar Alyssa are we good or do you need any help from Isaac or anything else?
Alyssa Workman, Medstar
All set - thank you both. 
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.