✔ Set up Lead Sheet
Completed by Alyssa W.
- Assigned to
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Hector M.
- Notes
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Isaac usually performs this task or starts it and gives it to Jonnamae
New: Make sure we lock the coded columns to prevent the client from deleting or editing.
How-To Protect Columns
we have added these emails in the email notification - bridget.beck@beclinical.com, gary.batara@beclinical.com, info@beclinical.com
In any event, we need to remove this email gary.batara@beclinical.com
from all forms.
Thank you.
This one would have needed to be created in the Client Management One-off Team request board. I created this task there and closed it so we have it logged in ClickUp. Please create new tasks in the future instead of opening old ones.
Thank you