Hi J,  in "Client reports" in column AA, can you report the date of the last lead that was entered in each client's lead sheets. And any additional notes you find that is wrong with lead sheet.  You will see I have performed this task about two weeks ago. 

https://docs.google.com/spreadsheets/d/1234dftrjBPG-8Ho4Cv9UwTIWmvAE2F8r3ICm0imB7iw/edit?usp=sharing

We are making sure the leads are coming in properly. Eventually, I will have a weekly audit you can give to your niece to perform this. But for now we need to make sure all leads are coming in for clients. 

some clients do not have lead sheets- please just say "no lead sheet" in the column if that's the case. 

Also-  Share all lead sheets with Kristabel.
So we can give her this task in the future. Thanks! 

OK Whitney..

Hello Whitney,

finished checking the lead sheets for now. I have also added edelman, avahlee, new beauty, delamar, sante, numa, and four seasons in the lead sheet folder so its easier to find. I have also shared the folder to Kristabel.

https://drive.google.com/drive/u/0/folders/1JK_9npJ1M4xELFOLAz4wU_Ven22lxc21

about the time format of each leads, it depends on the contact form (contact form, gravity form, optin) that is used. But I'm not sure how to fix it to make it synchronize. 

I tried the date/time action but I guess it is not working with optin forms.


Thank you Whitney..

alc time-date.png 87.5 KB • Download