Medstar Team

Isaac - Add clients to Medstar GHL

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Isaac Klausnser, Medstar Isaac - I made you a video on this here. Good Luck.

https://watch.screencastify.com/v/GZSFVYynOUqkTHgc8Xea

Comments & Events

Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - I checked the video and for this we will first need to manually merge both of these tabs or atleast add either the email or phone number in the sheet tab "Clients add to GHL 12-11-22" before we can import it to the account. It's because currently there is no column in this sheet tab that GHL can take as a base to find the duplicate contacts and skip them and only add the additional info of them in the contact fields.
Jonnamae Jumawan, Medstar
Isaac Klausnser, Medstar Isaac - I replied to you on the other task. thank you
Hector Mota, Operations Manager at Medstar
Chris Zelig, Medstar Chris please follow up with Isaac on this.. or let me know if we are all set. 

Thank you. 
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac do you know if this has been completed already?
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector  - Yes. You can close it.
Hector Mota, Operations Manager at Medstar
Thank you for confirming and taking care of this Isaac. 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.