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Daisy Medspa

This template is a new. The template is created to support chronological hand-offs, current use of the new Hubspot CRM and the future transition to Monday.com project management tool.
Judi Vallano, Medstar
From the list: Ads Checklist (Before Passing to Shane)

❏ Set up Lead Sheet (Alyssa assign to Isaac & Hector)

Judi V. added this on
Notes
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