✔ Update CA Letter List
Completed by Chris Z.
- Assigned to
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Kristabel
- Notes
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Hi
there is a list of companies here called CA Letter 2-16-2019.
Kristabel
https://app.hubspot.com/contacts/3978017/companies/list/view/3250433
I want you to create a contact for each one of these companies under the doctors name, found here:
https://app.hubspot.com/contacts/3978017/companies/list/view/3250433
There may be a way to export their info and add the contact first name, last name and email and upload it back up. Look into it. Before you do it with the list of 100 or so make sure to test it with a small list. In HubSpot, there are companies and then individual contacts assigned to companies. We need to assign the docs to the companies.
Also, take a look at the pictures and cross-reference it with the list and see if you find any providers that are on the list that you do not see in the pictures and make a list.
https://docs.google.com/spreadsheets/d/1ADSUz_0Zs527pvpMFL84l2Ul_LDeW2mT-TY_zaQg-Po/edit?usp=sharing
Here is a video:
https://drive.google.com/file/d/12K1BOqP6MFfLvMKdPd9R3SdGse0Dzuby/view - once these letters hit we will call these providers and see if we can set up some consults.
CJ
https://docs.google.com/spreadsheets/d/1ADSUz_0Zs527pvpMFL84l2Ul_LDeW2mT-TY_zaQg-Po/edit#gid=1390416003
All the names on the pictures are also on the spreadsheet.