Medstar Team

Hubspot Data Entry - Medstar Admin, Company Information, etc.

Assigned to
Chris Zelig, Medstar Chris Z. Corin Guzman, Virtual Assistant at Medstar Corin G. Jenna Maschino, Senior Support Specialist  at Medstar Jenna M.
Notes
Hi Corin Guzman, Virtual Assistant at Medstar Corin !

Chris Zelig, Medstar Chris and I would love your help with importing client data into Hubspot, just as you have done with Prepaid Client data. 

We will provide instructions via this task. 

Please let us know if you have any questions. Thank you, Corin! 

Comments & Events

Corin Guzman, Virtual Assistant at Medstar
Hi Jenna, 

Certainly, I'd be happy to assist.

Thanks, 
Corin
Chris Zelig, Medstar
Corin Guzman, Virtual Assistant at Medstar Corin - welcome I have a fun project for you.

Here is the link to the Google Ads + Meta ad sheet. Please only use it for data and do not comment: https://docs.google.com/spreadsheets/d/1g9CGxf7SNZaOhrYLFukbgIt45PoqDZ-zwwcGeuHNy1E/edit?usp=sharing

Here is the link to the list you will update on Hubspot:

https://app.hubspot.com/contacts/3978017/objects/0-2/views/15621614/list

Here is a video:

https://watch.screencastify.com/v/vBAxJr22w2reX4zPUI1B

If you have any questions please let me know.

Jenna Maschino, Senior Support Specialist  at Medstar Jenna  - FYI
Corin Guzman, Virtual Assistant at Medstar
Hi Chris, 

Thank you for sending this. I will review it later today and ask any necessary questions. Is it possible for me to create a copy of the spreadsheet you shared? 

By the way, I got excited about this project! Thanks again!

Best regards,
Corin
Hector Mota, Operations Manager at Medstar
Are we good to go with this task Jenna Maschino, Senior Support Specialist  at Medstar Jenna Corin Guzman, Virtual Assistant at Medstar Corin  ??
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.