Marlowe & Marrs MD - marlowemd.com - HM

Website Design & Development * Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management *

set up lead sheet

Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
isaac usually performs this task or starts it and gives it to jonnamae

Comments & Events

Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac
thanks for dropping the leadsheet. But I did not even get to provide you with the where leads where going to go to. Did you get that info from someone else?
Confirm below:

Tia@marlowemd.com
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac
Good morning,
Following up with you on this before I send this leadsheet to the client.
Alyssa Workman, Medstar Alyssa  
Please stop bypassing me on the leadsheet set up process in the GHL tracking task. 
Please tag me here first so that I can provide email to Isaac and then continue from there. I have 3 clients whose leadsheets are set up already and I never got to provide the emails to Isaac. 
Once the Leadsheet is set up here first, then I provide it to Vania in the GHL tracking task, not vice versa. 
Thank you. 
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector , I am not intending to bypass you. I am helping move things along. Isaac tagged you here so you were informed. This was pushed along via email with Chris, which is why Isaac tagged everyone that it was created and why I passed it to Vania. Vania has mentioned many times that she prefers to send the lead sheet herself when she sends the training request.

It was set up and he was provided with info. I thought that since you were tagged here as well, you are able to proceed with the other things you need to do regarding the lead sheet. 

I check for the lead notification in every single form setting when I audit, and Isaac checks when he does the Trello as well. I saw Tia@marlowemd.com was there as it should be and can confirm that is where leads will be sent to. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Yes. This email is already set up on all the forms. I think it was already provided by Ivonne to our devs.
Alyssa Workman, Medstar Yes, correct
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.