Chris
This client has their own leadsheet correct? I was trying to check on their pop ups and leads to make sure all were working.
Notified 2 people
Hector Mota,Operations Manager
Isaac
Can you please verify that you have no leadsheet set up for this client? I cannot test anything for them without it. I believe they have their own set up. But Chris never confirmed it. Thanks.
Notified 3 people
Isaac Klausnser
Hector
- Yes, I confirm. We don't have any leadsheet set up for this client on our end.
Notified 3 people
Hector Mota,Operations Manager
Okay thanks. I knew that this may have been the case, wanted you to confirm.
Notified 3 people
Hector Mota,Operations Manager
Isaac
Good morning. Is it possible to create a leadsheet for this client without any access to his properties? I am asking because Chris was wondering again why we do not have a leadsheet for this client. I explained to him that we went through this before. Client never provided us with any access. In any event, is it possible? If so, can we create one? If not, then I will let Chris know again... so perhaps client will provide us access.
Notified 3 people
Isaac Klausnser
Hector
- Can we ask the client to add hi@medstarpatients.com email to the notification? If this is also not possible..then in this case. It's not possible.
Notified 3 people
Hector Mota,Operations Manager
Isaac
I forwarded your suggestion to Chris. Let me see what he wants to do because he may be hesitant to do this since it will let the client know we DID NOT have a leadsheet set up all this time.
Notified 3 people
Isaac Klausnser
Hector
- We have a lead sheet for this client but it only has popups connected to it.
Isaac
Really? You told me that they did not have one a while back!!! I need access to it so I can take a look at it. Anyway we can add side forms leads to it?
Notified 3 people
Isaac Klausnser
Hector
-
Oh! Sorry I may have mistaken this client with some other client at that time.
I need access to it so I can take a look at it.
DONE
I need access to it so I can take a look at it.
No, we can't unless we get full access to their website backend or the client adds our email in the forms.
Notified 3 people
Hector Mota,Operations Manager
No worries Isaac, it happens since we have so many clients. I have informed Chris about this so let me see what he says about contacting the client. Will keep you posted.
Dr Moran Spread Sheet
This client has their own leadsheet correct?
I was trying to check on their pop ups and leads to make sure all were working.
Can you please verify that you have no leadsheet set up for this client?
I cannot test anything for them without it. I believe they have their own set up. But Chris never confirmed it.
Thanks.
I knew that this may have been the case, wanted you to confirm.
Good morning.
Is it possible to create a leadsheet for this client without any access to his properties?
I am asking because Chris was wondering again why we do not have a leadsheet for this client. I explained to him that we went through this before.
Client never provided us with any access.
In any event, is it possible? If so, can we create one?
If not, then I will let Chris know again... so perhaps client will provide us access.
I forwarded your suggestion to Chris.
Let me see what he wants to do because he may be hesitant to do this since it will let the client know we DID NOT have a leadsheet set up all this time.
https://docs.google.com/spreadsheets/d/1EKLvyrzdJDT64u0Vo6phowxZbfA9G47KaEQnBB78-QQ/edit?usp=sharing
You told me that they did not have one a while back!!!
I need access to it so I can take a look at it.
Anyway we can add side forms leads to it?
Oh! Sorry I may have mistaken this client with some other client at that time.
DONE
No, we can't unless we get full access to their website backend or the client adds our email in the forms.
I have informed Chris about this so let me see what he says about contacting the client. Will keep you posted.