Medstar Team

βœ” Copy all Clients Leadsheets

Assigned to
Charmae Arcayan, Medstar Charmae A.
Notes
Hello Kristabel, Medstar Kristabel  
Can you please make a copy of EVERY CLIENT's leadsheet?
We need to do this every month. 
Let's not share the copies with anyone other than Support. 
This will help us keep track of all client's leads in case one of the clients erases it by mistake or intentionally. 

Thank you. 

Comments & Events

Hector Mota, Operations Manager at Medstar
Kristabel, Medstar Kristabel  
I have heard from you as far as this task is concerned. 
Chris is asking me about this. 
Can you please let me know if you have begun this task?
If not, then I will let someone else handle this. 
Thank you. 
Kristabel, Medstar
We are on it Hector Mota, Operations Manager at Medstar Hector  
Hector Mota, Operations Manager at Medstar
Kristabel, Medstar Kristabel okay, thank you for the heads up.
I am seeing that Gerlie Hazel Isubal, Medstar Gerlie  and you are working all of your allotted hours - you plus 15. So thank you for your hard work. 
Kristabel, Medstar
Charmae Arcayan, Medstar Charmae - can you work with Gerlie Hazel Isubal, Medstar Gerlie in here this February? thanks
Charmae Arcayan, Medstar
Kristabel, Medstar Kristabel  -sure will do
Hector Mota, Operations Manager at Medstar
  Gerlie Hazel Isubal, Medstar Gerlie and Charmae Arcayan, Medstar Charmae
Good morning to you both.
This looks great, thank you.
I just checked now and I seeing the leadsheets.
Isaac Klausnser, Medstar Isaac
Is there a way that the copies can update in realtime so that we do not have copy them each month?
I will find out from Chris about the best way to go about future copies of these leadsheets.
Thank you team. 
Hector Mota, Operations Manager at Medstar
Isaac, thank you for the link. 
 However, I just had a thought that maybe that would not work since the point of making a copy is to keep changes. If the client made changes on the original, they would show up on the copy so that would defeat the purpose of the task. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector  - In that case.  We can connect the zaps with two different leads but it would take a lot of hrs to do this for all the existing clients.
Kristabel, Medstar πŸ’‘
Hector Mota, Operations Manager at Medstar
Well that's an option. Because keep in mind that the other way, Kristabel and the team will have to copy all of them monthly as well. 
Which do you think of the two makes more sense?
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector -

For the existing clients for which we already have the leadsheet setup. Do you know how much it takes them to do this manually each month?

For the new clients, it would definitely make sense to connect the form to both sheets.
Hector Mota, Operations Manager at Medstar
Okay, thanks for the feedback on this. 
I will have to bring this up with Chris to see what he thinks is best since this is his project. 
Let me see what he says and then we can make a decision from there. 
Chris Zelig, Medstar
Kristabel, Medstar Kristabel Gerlie Hazel Isubal, Medstar Gerlie  - Confirming we are making leadsheet copies once a month. Do not share those with the clients just us
Hector Mota, Operations Manager at Medstar
Kristabel, Medstar Kristabel  
Good morning. 
Are we still following up on this monthly task? 
Charmae Arcayan, Medstar
Good day Hector Mota, Operations Manager at Medstar Hector ​, Kristabel has given me this assignment as well as client change history. However, I'm one month behind due to those high-priority tasks. I'll catch up as soon as possible.
Hector Mota, Operations Manager at Medstar
Good day to you Charmae Arcayan, Medstar Charmae  
I know you are very busy with all the new clients coming on board; we all are. However, these monthly tasks still need to be done in a timely manner each month. Otherwise, we lose the information. Please try to catch up when you get a chance. And thank you for all of your hard work. 
Charmae Arcayan, Medstar Noted hector ☺️
Charmae Arcayan, Medstar Thank you
Alyssa Workman, Medstar
Thank you Charmae for your work! I am updating this task as assigned to you. 
Charmae Arcayan, Medstar noted w/ thanks
Ivonne Ackerman, Medstar
Ivonne Ackerman completed this to-do.