From the list: Front Desk Support

✔ Set up High Level ( if requested or needed) & send this infographic & Set Up Front Desk Training

Hector M. added this on May 16, 2023
Completed Jul 31, 2023 by Emily

Assigned to: Emily Isaac K.
Notes: CoolSculpting Before and After Mobile 5.jpg 354 KB • Download

HIGH LEVEL INSTRUCTIONS.png 370 KB • Download

Comments & Events

Alyssa Workman

Isaac

please proceed with setting up the GHL and loop in

Emily

for authorizing the A2P for the Twilio number.

Thank you!

Jul 10, 2023 at 7:39 PM Notified 2 people

Isaac Klausnser

Alyssa

- Sure. Will set up.

Emily

- Hope you are doing well. I would recommed you getting in touch with

Jenna

regarding this if you not already familiar with the A2P process. Also please mention to the client if they can provide us with the EIN letter along with the business information we can get their phone number A2P campaign approved in the first go. This whole process after receiving the business info will take around 1-3 weeks due to the high backlog on the Twilio's TCR team.

will do! thanks

Thank you!

Jul 11, 2023 at 6:51 AM Notified 4 people

Isaac Klausnser

Alyssa

- DONE

Login URL: https://app.medstarmedia.com
Username: Contact@deborahviglione.com
Password: YouareCool2023#$

Thank you!

Jul 11, 2023 at 11:50 AM Notified 4 people

Alyssa Workman

Living Waters - Lead Sheet

Jul 11, 2023 at 7:10 PM Notified 4 people

Emily completed this to-do.

Jul 31, 2023 at 4:04 PM

Emily

Isaac

can you please go ahead and make this account live?

Aug 07, 2023 at 8:07 PM Notified 4 people

Isaac Klausnser

Emily

- DONE

thank you!!

Aug 08, 2023 at 10:20 AM Notified 4 people

Emily

Isaac

the email got left out of the core campaign workflow. Can you please make sure it gets added to the sequence?

Thanks!

Aug 25, 2023 at 6:50 PM Notified 4 people

Isaac Klausnser

Emily

- Ah! My bad. Added.

thank you!!

Aug 26, 2023 at 10:05 AM Notified 4 people