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Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: 1. Biz Development

✔ Isaac - Add clients to Medstar GHL

Chris Z. added this on
Completed by Hector M.
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 Isaac Klausnser
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.
Notified 1 person
Jonnamae Jumawan, Medstar Jonnamae Jumawan
Isaac Klausnser, Medstar Isaac - I replied to you on the other task. thank you
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Chris Zelig, Medstar Chris please follow up with Isaac on this.. or let me know if we are all set. 

Thank you. 
Notified 3 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac do you know if this has been completed already?
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector  - Yes. You can close it.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you for confirming and taking care of this Isaac. 
Notified 3 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.