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Concierge Medical Spa - www.conciergemedspa.com CI CIMESPA - Concierge - cimedspa.com
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarMichael, SEO +2 others
From the list: Digital Marketing Campaigns & Set Up

✔ clean up leadsheet and create option to view all pipelines (if possible)

Vania J. added this on
Completed by Vania J.
Assigned to
Isaac Klausnser, Medstar Isaac K.
Due on
Notes
Hi Isaac Klausnser, Medstar Isaac Concierge has way too many leads on their leadsheet and it is making it difficult for them to scroll to the bottom to see new ones. Could be archive the current one and make it a second tab at the bottom and create a new  leadsheet for 2022?
Also in the pipeline is there a way to create an option to view all the location pipelines in one pipeline view and name it "All Pipelines"?
Screen Shot 2022-01-30 at 5.07.55 PM.png 137 KB • Download

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania -

#1 I have now created a new tab "2022" in both of their leadsheets.

https://docs.google.com/spreadsheets/d/1XUGr-3MQ1tWFaXh_y1uD3GyMMft4aScGyaGzs5yvt9M/edit#gid=1435786548

https://docs.google.com/spreadsheets/d/1XgWzW8vc6_61FXYTxDWul4oOoEUiP706CX1i4mlROv4/edit#gid=754838376
Screenshot 2022-01-31 at 12.37.07 PM.png 8.81 KB • Download

#2 By default there is no option to view leads from all three pipelines on a single screen. We can create a new pipeline labeled "All pipelines" though and set up a trigger that will send all the new leads to this pipeline as well but in this case, whenever staff changes the stage level of a lead in either of the current pipelines they will also have to update the stage in this pipeline manually.
Notified 1 person
Vania J, Medstar Vania J
Isaac Klausnser, Medstar Isaac  ok thanks! Lets hold off on the pipeline request for now then since I am still waiting on clarification regarding which leads go where exactly from this client.
Isaac Klausnser, Medstar ok thanks
Notified 1 person
Vania J, Medstar
Vania J completed this to-do.