whitney.zelig@gmail.com
Are you really ready to have Melissa do both of these without us having a meeting about it?
We have yet to go over the Secret shopper forms I create each time for each client. How I add the info and how I add it to the other Secret Shopper & Test Calls sheet. How I come up with bogus names, emails, phone numbers, etch. 
More importantly, the use of tags on each audit, what to look for, bypass and tag. 

Okay so go over it with her when you get a chance 

I am going to make a video for her tomorrow. We just keep getting new clients daily it seems so that throws me behind. 
But I think the format I have been using is great. Not because I do it that way, but because it has proven to be efficient. And clients have a harder time trying to downplay or deny the results. 

Melissa and Hector  
we need a call report ASAP

  whitney.zelig@gmail.com I am on it!

Audit is done, I just need help linking the phone call examples onto the audit template. 

Copy and paste the link URL?

Melissa I made a quick video for you here showing you how to add the links from a callrail call to the template. 
Please let me know if you have any more questions. 

How to add Callrail links to template.mp4 4.72 MB • Download

Thank you Hector ! Last question, did you just make fake emails? or do you have some I can use? Also fake phone numbers? 

got it figured out thanks! 

Okay, great. 
You should create several different email accounts. Some Gmail, others such as Yahoo, Mail.com and Outlook. 
You can use apps for creating fake phone numbers and also Google. 

I am marking this as done.