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Medstar Team

Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
Added by Hector Mota • Updated

How to add New Client Info to Excel Spreadsheet

Quick tutorial video on how to add the information to a client's spreadsheet as it is sent to us by them.
Learn how to enter the information in the Excel spreadsheet.
How to add client info to Excel spreadsheet.mp4 11.9 MB • Download


Christina Christina , I am tagging you on this since whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com wanted you to do the AOB spreadsheet. However, I had already started adding the info to it when she told me. 

Comments & Events

Christina Christina
Thank you Hector Mota, Operations Manager at Medstar Hector  ! I know this will help me and the future new employees.  Until I hone in on my clients, I have an eye on everything, sponging it all up so I'm pretty backed up with Basecamp notifications (hence just replying to this now). I'm glad you went ahead with it :)
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