Medstar Team

Allergan - BTL reps in GHL Pipeline

Assigned to
Isaac Klausnser, Medstar Isaac K. Ivonne Ackerman, Medstar Ivonne A.
Notes
Hello, I would like to add the Allergan reps in one pipeline and the BTL reps in another pipeline. We do not have the phone numbers for everyone, however, we do have their emails and LinkedIn profiles, We will need to track communication via LInkedin messages and emails, I personally have some phone numbers. Some of the providers I am in contact with. You can find some of the status of their pipeline on Hubspot. We will be shutting down hubspot soon so I would like to add all the contacts in GHL. Most of the contacts will never respond but the ones who do we will need to update their progress in the pipeline. Vania will be good person to help us layout the best way to build out the pipeline.

Vania J, Medstar Vania - can you let me know the best way to track people we are trying to get a hold of. Right now we have the attempting contact stage. How can we tell the difference between someone we messaged or emailed once vs someone we emailed multiple times? I would estimate that we would reach out to these people via email and Linkedin once a quarter but I would like to be able to sort the different contact stages. 

Here is the list from Hubspot
https://app.hubspot.com/contacts/3978017/objects/0-1/views/2270386/list


Isaac Klausnser, Medstar Isaac - can you create two pipelines one BTL REPS and the Other Allergan Reps. I would like the following stages:
  1. New - Find new reps on Linkedin and add him here
  2. Attempting Contact - they are in our email and linkedin chain
  3. Connected - rep that replied to our email or LinkedIn message
  4. Introduction Inactive - rep that sent us a referral over a year ago
  5. Introduction Active - a rep that sent us a referral in the last six months
  6. Do not contact - rep who requested do not contact or has the wrong job title
  7. No longer with company - rep that moved 
We will need to add these leads to the pipeline we probably can do this upon upload

Jonnamae Jumawan, Medstar Jonnamae - please complete the Google sheet first, get all of the info you can into the Allergan tab and the BTL tab. Once ready Isaac and I will upload it to the Medstar account. 

Here is a video: https://watch.screencastify.com/v/Y8uNOovrZCRbuNZ4tn4S

Comments & Events

Vania J, Medstar
Chris Zelig, Medstar Chris  we can use detailed tags to track details at a glance. Also the notes area is one click to access now from the conversation window. I can explain more easily with a quick screenshare or I can try to make a video tomorrow sometime.
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris  

can you create two pipelines one BTL REPS and the Other Allergan Reps. I would like the following stages:

DONE
Brittany Redding, Digital Marketing Manager at Medstar
Chris Zelig, Medstar Chris  Does anything else need to happen with this task?
Ivonne Ackerman, Medstar
Ivonne Ackerman completed this to-do.